About Me

With decades of experience since starting as a planner in 1984, I help clients simplify complex financial strategies and make confident decisions about their future. My goal is to provide advice that not only manages wealth but aligns with each client’s lifestyle and personal aspirations.

I bring extensive technical expertise across SMSF, retirement planning, strategic advice, taxation, Centrelink, investment structures, and portfolio construction. My strength lies in translating technical jargon into clear, practical strategies for clients at every stage of life.

Boutique Advisers Private Wealth is proud to be recognised as the 2025 FAAA Professional Practice of the Year, a testament to our commitment to professionalism, ethical integrity, and exceptional client outcomes.

We work collaboratively with individuals, families, and business owners to take control of their financial future with clarity and confidence. As a privately-owned, independent and a multi-award-winning firm, we deliver tailored advice aligned with your goals and values, and help you navigate the complexities of wealth management, succession, legacy, and retirement planning with transparency and care.