With over 30 years of experience, I take great pride in providing professional advice that is entirely focused on my clients’ outcomes. When it comes to interacting with clients, I approach every interaction with heart and sincerity. I am genuinely passionate about achieving great outcomes for my clients and ensuring their peace of mind. Maintaining long-term relationships with my clients is of utmost importance to me, as I strive to look after their best interests and build a solid foundation of trust.
My approach to financial planning involves breaking down complexities and devising clear, understandable roadmaps and outcomes for my clients and their families. I firmly believe in giving them the confidence they need to make informed decisions about their financial future. Whether it’s wealth creation, protection, or retirement planning, I offer tailored and holistic advice that covers every aspect of their financial well-being. From assisting families in protecting their assets to reviewing Age Pension entitlements and implementing strategies for increasing part entitlements and cash flow, I am dedicated to helping my clients achieve their goals.
In terms of qualifications, I am a Certified Financial Planner (CFP®), Life Risk Specialist (LRS®), and Self Managed Superannuation Fund Specialist Advisor (SSA®). These certifications enable me to provide expert guidance across a wide range of financial areas. Additionally, I am proud to be a member of esteemed professional associations, including the Financial Advice Association Australia (FAAA) and the SMSF Association. I am also registered as a Tax (financial) advisor under the Tax Agent Services Act 2009 with the Australian Tax Practitioners Board, allowing me to offer comprehensive tax-related advice.
In summary, with my extensive experience, genuine dedication, and diverse skill set, I am committed to serving as a trusted financial advisor. My primary goal is to help individuals and families navigate their financial journeys with confidence and achieve their desired outcomes.
Bachelor of Education
Diploma of Financial Planning
Certified Financial Planner (CFP)
Self-Managed Super Fund accredited
Financial Advice Association Australia (FAAA)