As a financial adviser with over 30 years’ experience, I have seen and met many different people. Every one of them is unique in their dreams, hopes, aspirations and financial goals. I pride myself in helping people reach their goals and making every financial post a winner. I am passionate about helping people save tax, grow their personal wealth, manage their superannuation, plan for their retirement and ensure their lives and incomes are properly protected should the worst occur.

I also have a strong background and interest in small businesses. As a result, we spend a lot of our time assisting small businesses in the areas of finance, superannuation (both personal & business), life insurance, income protection, trauma insurance and the important area of business succession planning.

My qualifications include a Bachelor of Economics, a Graduate Diploma of Financial Planning, and a Diploma of Financial Planning.

Having been a financial adviser for over 25 years, I have extensive experience providing advice across a broad range of advice areas to clients from all walks of life. I assist clients in reaching their personal financial goals and take great pleasure in seeing them succeed. Whether it be growing wealth inside and outside of superannuation, reducing taxation, planning for retirement or putting appropriate personal insurances in place to ensure an unexpected sickness or accident doesn’t derail their financial wellbeing, I take a proactive and holistic approach to enable my clients to achieve their goals.

My qualifications include a Bachelor of Business and a Diploma of Financial Planning.