CFP, CPA, B Bus (Acc), CSM, Dip FP, C Dec Proprietor
Bringing my client’s ideas and strategies to life with and applying the financial challenges they will encounter is one of the things I love doing as a financial adviser. I have been in the Financial Services area since 1978, and I still find it to be full of challenges with constant change.
The range of experience I can bring matters to my clients when they are looking for help. I have worked in the administration side of superannuation, as a trainer in the superannuation industry and adviser to corporations on superannuation. I have spent time in the accounting industry and in the professional trustee and estate administration sector.
DFA, Financial Adviser
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:
Qualifications
Interests
Outside of work, I enjoy Rugby Union, playing Squash, travelling around Australia, and spending quality time with my family.
enquiry@riseqld.com.au
(07) 3408 6428
Our Office is based in Bribie Island, Queensland.
Our office is part of the RI Advice – RISEQLD group, which has RetireInvest offices in Mt Gravatt, Chermside, Caloundra and Brisbane CBD.