SPECIALISATION
Insurance
Investment
Advice
Advice
Retirement
Planning
Planning
SMSF
Super
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IN THEIR OWN WORDS
With over 30 years of experience in financial planning both in Australia and overseas, I pride myself on being approachable and empathetic with my clients. I encourage them to pursue financial freedom and certainty through a range of services. This includes Retirement planning, Investment planning, Risk management, Tax Management, Succession Planning, Superannuation Planning, and Complex Investment Structures. I achieved Best Risk Awards, years 2015 to 2017 with Lonsdale Financial Group.
Qualifications and Memberships
- Advanced Diploma of Financial Planning
- Diploma of Marketing
- Member of the Financial Advice Association Australia
SPECIALISATION
Insurance
Investment
Advice
Advice
Retirement
Planning
Planning
SMSF
Super
Tax
Planning
Planning
BalwynMelbourne
TEAM
Latest
Insights
Financial Markets Update: March
Tariffs spark major market sell-off, echoing 1987, 2008 and 2020 crashes. Uncertainty remains, but portfolio strategies focus on risk and opportunity.
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How Tariffs Ripple Into Aussie Households
Discover how recent U.S. tariffs are influencing Australian households, from rising consumer prices to shifts in global trade dynamics, and learn strategies to navigate these economic changes
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2025 Federal Budget Commentary
We’ve prepared a short summary so you can quickly catch up on the key changes around personal income tax, super, and other measures. It also has some commentary from our experts for you to pass off as your own when chatting to family, friends or colleagues.
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