- Certified Financial Planner
- Bachelor of Arts (Economics & Political Science)
- Diploma of Financial Planning
- Member of the Financial Planning Association
- Cancer Council Pro Bono Adviser
- Tax (Financial) Adviser
I am the Practice Principal. I have been providing advice on investments and superannuation for the past 35+ years.
I have been published in the Australian Financial Review, Accountant and Money Management magazines. In addition, I have been called to appear as an expert witness on behalf of the Commonwealth Government. I passed the FASEA Financial Adviser Exam in April 2020.
My key strength is in compensation planning, retirement planning and superannuation; explaining taxation, investment and social security considerations when accumulating wealth or retiring. Utilising independent research and detailed technical knowledge my team and I are able to assist clients phasing into retirement.
We are pleased to renew our participation in the Cancer Council Pro Bono Program to assist cancer patients and carers to access financial planning services at no cost, if they cannot afford to pay. In addition we are sponsors of the Pegasus Foundation who provide riding for the disabled.