About Me

As Director of Expert Pensions Advice Australia Pty Ltd in Australia, I am an authorised and qualified financial planner with over two decades of experience in wealth management and business development. I am also a qualified UK Pension Transfer Specialist. It is vital that clients access high quality support from reliable, accredited organisations, this is something the Expert Pensions Advice Group are completely committed to.

I hold UK CFPᵀᴹ and Australia CFP® certification, the only globally recognised mark of excellence in financial planning. I also hold the Chartered Wealth Manager and Chartered Fellow (Financial Planning) UK certifications via Chartered Institute For Securities & Investment. These certifications provide you with the confidence that you will be dealing with an industry qualified, highly experienced and trustworthy individual.

Specialising in financial planning for British Expatriates, I am a knowledgeable professional, able to identify and meet specific client requirements whilst exceeding their expectations for service delivery.

A confident leader, I promote a culture of competency and best practice, motivating colleagues to accomplish targets. Defining innovative strategies, I have an instinct for maximising new business opportunities and the ability to build positive working relationships with key stakeholders. If you are planning a move or have already emigrated to Australia do not hesitate to contact me for further information.

The Expert Group of Companies includes:

Expert Pensions Advice LLP (UK).
Expert Pensions Advice Pty Ltd (Australia).

Expert Pensions Advice LLP, which is authorised and regulated by the Financial Conduct Authority (FCA ) under reference number 746548. Registered in Northern Ireland as a Limited Liability Partnership. Registration Number NC1204. Registered Address: Studio 3, Strand Studios, 150 Holywood Road, Belfast, BT4 1NY. Trading address: The Old Police Station, 58 East Main Street, Blackburn, Bathgate, West Lothian, Scotland. EH47 7QS.

Expert Pensions Advice Australia Pty Ltd and its advisers are Authorised Representatives of TWD Licensee Services Pty Ltd ABN 57 627 192 321 AFSL 475964.

The ‘UK Pension Experts’ is the trading name of Expert Pensions Advice Australia Pty Ltd.