I have been a financial planner for over 28 years and my passion is helping people understand how good financial advice can make their lives more enjoyable and less stressful.
My specialty is pre-retirement and retirement planning, with an emphasis on affordability, simplicity and helping people achieve their retirement goals.
I have found we often don't know what we don't know, which can lead to poor decisions and bad outcomes. I get a lot of satisfaction out of helping clients feel comfortable that they have put in place everything they need so that they don't have to worry about money.
I love travel, reading books and bushwalking. Whatever your interests, I'd be happy to help you focus on those things in your retirement years.
Highly knowledgable, always follows up
- Adviser status Gold
- Number of reviews 1
- First year providing advice 1990
- Years of experience 33
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Aware Super ServicesSuite 1, Level 2, 22 Honeysuckle Dr
Newcastle, NSW 2300
Aware Financial Services Australia Limited