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About Me

After four decades as a financial adviser, I'm still as passionate about helping clients make smart financial decisions as I was when I started. Financial independence can be achieved by anyone; all it takes is the right guidance.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 45 Years
  • Licensed By
    Licensed By Fortnum Private Wealth Ltd
CERTIFIED FINANCIAL PLANNER®