I have over 38 years experience in the financial services industry and have been a practising Financial Planner since 2001 working with major financial institutions, Private Practice and several Industry Super Funds. I have held a Master of Business Administration since 2015 and completed my Master of Financial Planning in November 2021.
I re-joined Industry Fund Services in April 2022 in the position of Senior Financial Planner and Team Leader, where I am responsible for leading a team of two Comprehensive FPs who provide goals based, personal financial advice to SA Government employees and their partners.
I am strongly passionate about ensuring the provision of high quality strategic advice to enable clients to achieve financial dignity in retirement.
Expertise
Personal strategic advice provided on a fee for service basis to determine a fixed cost.
At a glance
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Adviser status
Gold
- First year providing advice 2001
- Years of experience 24
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Highest qualifications
- Master of Financial Planning
- Master of Business Administration
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Language spoken
- English
Industry Fund Services Ltd
Level 2, 151 Pirie StAdelaide, SA 5000

Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
Licensed by
Industry Fund Services Ltd
AFSL 232514
