Executive Advisor

I am an Executive Advisor with over 25 years’ experience in placing the best interests of my clients first. Equipped with a Bachelor of Economics, an Advanced Diploma of Financial Planning and Self-Managed Super Funds Specialist accreditation (SMSFs), I have the understanding and expertise to provide financial advice that is tailored to your personal situation. My focus is on listening to you and setting out the path for you to achieve your goals in a clear and concise way.

My expertise lies in financial goal setting, wealth creation and protection, investment structures, asset allocation, retirement planning and superannuation.

As a member of the Financial Adviser Association Australia and the SMSF Association, I stay connected with industry best practices and continuously update my knowledge to provide my clients with the highest level of service.

Qualifications and Memberships

  • Bachelor of Economics
  • Advanced Diploma of Financial Planning
  • SMSF Specialist Advisor
  • Member of the Financial Advice Association Australia


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