About Me

I am an Adviser Partner of Koda Capital, the largest independent wealth management business in Australia.

I entered the wealth management industry in 2003 and am a trusted and highly regarded wealth adviser to many high net wealth family groups.
I bring my experience building and managing a successful financial advisory business to helping clients solve problems and ensuring they receive consistent, bespoke and holistic advice. I have a growth mindset that I applies to challenging the status quo and I am passionate about creating portfolios that are appropriate for achieving client’s objectives.

I have had the opportunity to build strong and enduring client relationships, advising some of my clients for over 20 years.

Financial peace of mind is critical and where I feel I add value to family groups, whether it be through prudent long term wealth management, wealth succession planning or leaving a legacy through philanthropic endeavours.

My qualifications include a Bachelor of Commerce (Finance) from the University of Western Australia and a Master of Financial Planning from Curtin University. I am a Charted Tax Adviser (Tax Institute of Australia) and a SMSF Specialist Advisor (SMSF Association).

I am part of the Koda Capital WA team (previously Redwood Wealth Alliance).