I have worked in the Financial Services industry since 1978, and even after all these years, I continue to enjoy the challenges and constant evolution of the sector. One of the most rewarding parts of my role is helping bring my clients’ ideas and strategies to life, while guiding them through the financial complexities they may encounter along the way.
My career has given me a broad and unique range of experience that I draw on when supporting clients. I have worked in superannuation administration, delivered training within the superannuation industry, and advised corporations on their superannuation structures. I have also spent time in the accounting profession and the professional trustee and estate administration sector.
I consider it a privilege to be invited into my clients’ world and to understand what truly matters to them. Working together to protect what they have built—or to create a strong foundation for the future—is something I find incredibly fulfilling. Helping clients gain peace of mind, clarity, and confidence in their financial decisions remains at the heart of what I do.
I provide advice and support in the following areas:
- Superannuation
- Retirement Planning
- Self‑Managed Super Funds
- Investment Portfolios
- Personal Insurance
- Centrelink & DVA
- Estate Planning
- Ongoing Financial Advice
- Implementation
- Ongoing Management Support
Education & Qualifications
- CPA
- CFP®
- Bachelor of Business (Accountancy)
- Certificate of Super Management
- Diploma of Financial Planning
Interests
Outside of work, I enjoy sport, technology, skiing, travelling, and spending quality time with my family.