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About Me

Foundation Partners was launched back in 1998. The very name of the practice was to emphasis the ideals of partnership with our clients, in order to provide specialised and tailored advice in the complex area of Protection Planning.

I started my career in financial services in the UK in 1994. Initially working for a senior partner of J. Rothschild Assurance, then subsequently running a very successful Financial Planning Practice for 12 years. After selling the business moved back to Perth in 2007 where I continue to work in the industry. I joined Foundation Partners in 2012.

I have two fantastic children who bring joy to my day and remind me how fortunate I am.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 15 Years
  • Licensed By
    Licensed By Millennium 3 Financial Services Pty Ltd