I have been a Financial Adviser since 2004 and joined the RI Advice team in 2022. Over the years, I’ve developed a strong passion for helping clients feel confident about their financial future, particularly as they plan for and transition into retirement.
I have extensive experience working with both retirees and pre‑retirees, helping them navigate the many changes that continue to shape the financial services industry.
I understand that clients are often looking for someone they can trust—someone who will take the time to understand their goals and provide clear, reliable guidance. This is the approach I bring to every client relationship.
I provide advice in the following areas:
- Superannuation
- Retirement Planning
- Self‑Managed Super Funds
- Investment Portfolios
- Personal Insurance
- Centrelink & DVA
- Estate Planning
Qualifications
- Diploma of Financial Advising
- Self‑Managed Super Funds accreditation
- ASX Listed Securities accreditation
- Margin Lending accreditation
Interests
Outside of work, I enjoy Rugby Union, playing Squash, travelling around Australia, and spending quality time with my family.