Qualifications
& Memberships
- Bachelor of Commerce.
- Advanced Diploma in Financial Planning.
- Bachelor of Laws.
- Graduate Diploma of Legal Practice.
- Masters in Applied Finance.
- Financial Planning Association of Australia.
- Certified Financial Planner.
Areas of
Expertise
Clear financial advice for every stage of life
Cedar Financial Consultants helps young professionals, business owners, retirees and families with complex financial needs make informed decisions about their financial future.
With more than 65 years of combined experience, we provide clear and coordinated advice across superannuation, investments, retirement planning, tax-effective strategies, personal insurance, financial structures and estate planning considerations.
Who we help
Young professionals
Build strong financial foundations through superannuation, investments, insurance, tax-effective strategies and appropriate financial structures.
Business owners
Coordinate personal and business finances, including superannuation, investments, business and family structures, succession planning and wealth protection.
Retirees
Prepare for retirement, manage retirement income and make informed decisions about superannuation, pensions, investments and estate planning.
Families with complex financial needs
Coordinate investments, superannuation, family structures, tax planning and intergenerational wealth strategies.
Advice built around you
We take the time to understand your circumstances, explain your options clearly and develop a practical strategy based on your goals.
Our advice considers how each part of your financial position fits together. Where appropriate, we also work with your accountant, solicitor and other professional advisers to ensure your strategy is properly coordinated.
Start with a conversation
Arrange an introductory meeting to discuss your circumstances and whether Cedar Financial Consultants is the right fit for you.
Meet our team
In addition to wealth creation strategies and investment education, I have…
I have been a financial adviser for over 10 years and have a passion for working…
Growing up in a small country town on the NSW Mid-North Coast I spent most of my…
