As an experienced and qualified financial adviser, I place the client at the centre of every action throughout the advice process.
Over the past 25 years, I have been fortunate to see the long-term benefits of financial planning and advice. I have assisted clients to progress from the wealth accumulation phase of their lives to pre-retirement planning and later full retirement.
From an adviser’s perspective, I find it very rewarding to see clients live happily and confidently, knowing they have appropriate financial structures in place that underpins their lifestyle comfort and sustainability.
I work with each client to create strategies that aim to ease their transition into retirement. I facilitate choice and create appropriate income streams, and plan their estate and the legacy they wish to leave.
I have worked extensively with clients in the pre-retirement phase, reviewing opportunities to build wealth through super by way of investment structure, as well as maximising contributions and adjusting to the ever-changing rules within each year’s federal budget.
I believe the role of a financial adviser extends beyond creating financial readiness for retirement, but to include emotional readiness for this stage of life by providing education and support.
I’m passionate about continuous professional development. I regularly participate in financial services industry conferences and events.
I am an Authorised Representative of Infocus Securities Australia Pty Ltd ABN 47 0097 797 049 AFSL 236523 and operate my business in Shailer Park servicing the greater Brisbane area.
Great advice and understood our needs. Highly recommended
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2001
- Years of experience 22
- Graduate Diploma of Financial Planning
Infocus Securities Australia Pty Ltd25 Billiluna St
Shailer Park, QLD 4128
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
Infocus Securities Australia Pty Ltd