Helping families build and manage wealth, retire with confidence & leave a legacy.
We offer our clients tailored financial solutions that provide them with 3 powerful pillars;
CLARITY; We work with our clients to clarify their objectives and plan for their future.
INSIGHT; We provide insight based on our knowledge and experience.
PARTNERSHIP; We partner with our clients as they face lifes transitions.
Expertise
My fees
I offer a free initial consultation for potential new clients.
At a glance
-
Adviser status
Gold
- First year providing advice 2010
- Years of experience 15
-
Highest qualification
- Master of Commerce (Financial Planning)
-
Language spoken
- English
Principal Edge Financial Services
Pallas House, Level 3.4, 30-36 Bay StDouble Bay, NSW 2028

Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Principal Edge Financial Services
AFSL 225029
