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About Me

Specialist in growing and protecting wealth. Partnering with my clients for the long term and watching them learn and grow in confidence as they work toward their own version of financial freedom is something I consider a real privilege

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Divorce
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Retirement
  • SME advice
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 19 Years
  • Licensed By
    Licensed By Mont Partners Pty Ltd
CERTIFIED FINANCIAL PLANNER®