About Me

I am a Certified Financial Planner and genuinely enjoy helping my clients make the most of the opportunities available. I develop a deep understanding of the financial situation and goals of clients and use this understanding to leverage my extensive experience and expertise to develop a comprehensive wealth management plan. This allows clients to make smarter decisions to grow, protect and preserve their wealth.My focus is assisting clients to build asset bases to generate the tax effective passive income streams to allow them to enjoy their lives and pursue what is important to them. My specialities include tax effective wealth management strategies, debt management and elimination, pre and post retirement planning, self-managed super funds, estate planning, personal insurance, and aged care.