Following a corporate career in superannuation, tax, and asset management that pre-dates the modern superannuation system introduced in 1992.
I have used that experience to provide personal financial advice since 2011.
Whether it is pre-retirement or post-retirement planning, I employ a strategic approach designed to maximise the net value of wealth to improve the future financial position of my clients.
This entails consideration of each client’s goals and preferences, as well as superannuation and tax law with an approach to investment tailored to the client.
Financial Advice Association Australia (FAAA)
Master of Applied Finance
Graduate Diploma of Financial Planning
Graduate Diploma of Tax
Bachelor of Commerce
M 0478 474 462