As a shareholder and employee at Financial Foundations Australia, with over 20 years of experience guiding individuals and families toward their financial goals, I’ve built my career on one simple principle: put the client first—always.
I specialise in investment strategies and retirement planning, helping clients navigate complex financial decisions with clarity and confidence. Whether you’re planning for retirement, managing a portfolio, or working toward long-term financial independence, I pride myself on making the difficult simple. My clients often tell me they appreciate how I break down complex financial concepts into real-world language that makes sense and empowers decision-making.
I believe great financial advice begins with connecting and truly understanding each client’s goals, values, and concerns. I'm committed to being approachable, a great listener, and someone who communicates openly and honestly—no jargon, no pressure. Just thoughtful guidance and a relationship built on trust.
We offer a no-obligation initial consultation, giving you a chance to get to know how I work and what I can offer—without any pressure. If we decide to work together, my fees are tailored to your specific needs and the complexity of your financial situation. Whether it's a one-time plan or ongoing advice, you’ll always know exactly what to expect, with complete transparency from the start.
Whether you’re just starting out, approaching retirement, or already enjoying it, I’m here to be your financial partner—committed to your success every step of the way.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchThe first initial consultation is always free, in which I will come to understand your situation, your needs and goals. We charge fixed dollar based fees, not percentage based.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 3
- First year providing advice 2006
- Years of experience 19
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Financial Foundations Australia Pty Ltd
Level 4, 250 Camberwell RdCamberwell, VIC 3124

Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Financial Foundations Australia Pty Ltd
AFSL 237439
