- Dip FP
- Certified Financial Planner
I have been involved in the financial planning industry since 1988 and hold the designation of “Certified Financial Planner” (CFP), as issued by the Financial Planning Association of Australia Ltd.
Through my substantial industry experience in assisting clients on a daily basis, I have developed a technical expertise in advising my clients through all stages of their life. These range from early wealth creation and tax-effective ‘gearing’ strategies, superannuation, retirement income strategies and Aged Care and estate planning.