I have been a Financial Planner since 2000, prior to which I held various trading and treasury risk management roles with some of the world’s leading banks.
I like to take the time to carefully consider every component that makes up a client’s unique financial profile and to develop a true understanding of their lifestyle and financial goals pertaining to their individual circumstances. From there we work together on planning the course to financial freedom through ethical and transparent strategies and advice.
One doesn’t have to be wealthy to work on one’s financial health. All working Australians have Superannuation or investments in one form or another. The earlier one begins to nurture their nest egg, the more potential for growth towards those future goals.
My priority is helping clients take control of their financial future while maintaining peace of mind, knowing I am only ever a phone call away.
Advice and Services
- Superannuation
- Retirement Planning
- Investment Planning
- Insurance & Risk Planning
- Life, Disability & Trauma Insurance
- Income Protection
- Estate Planning
Qualifications
- Advanced Diploma of Financial Services (Financial Planning)
Professional Memberships
- Financial Planning Association of Australia