I believe that everyone has the right to enjoy a good quality of life regardless of his or her financial situation. I work with my clients and help them reach their full financial potential by delivering and implementing strategic personal plans to create more opportunities and build wealth. I have over 17 years’ experience in the finance industry. My business philosophy is driven by my clients’ best interests. Establishing the two companies both have been recognised for commitment to professional excellence, quality advice, client service and innovation in business.

As a Financial Planner and Tax (Financial) Advisor. Self-managed Super Fund Advisor Specialist (SSA), Member of the Financial Planning Association of Australia (FPA) and a Member of SMSF Association. Member of the MFAA and CIO. I am also an MFAA Credit Advisor.

I have completed an Advanced Diploma in Financial Planning, Diploma in Financial Services and Advanced Course in Mortgage Planning, and am currently undertaking Certified Financial Planning Course. I specialise in the development of strategic comprehensive advice in the areas of Self-Managed Super Funds (SMSF), superannuation, wealth management, insurance, Tax Planning, pre-retirement and retirement planning.

Want to learn more about education funding, risk management and insurance, self-managed super fund, and more?