I’m a Certified Financial Planner® with more than a decade of experience helping people make decisions about their money - particularly when the answer isn’t as simple as “invest more” or “spend less.”
I work with professionals, families and business owners across wealth strategy, investments, superannuation, retirement planning and personal insurance. Often, the real work is seeing how those decisions connect.
My approach is collaborative, but I won’t leave you to do all the thinking. I’ll get into the detail, explain what I recommend and why, and make the trade-offs clear. You shouldn’t need to become a part-time financial planner to understand your own plan.
I’m particularly interested in behavioural finance and currently completing a Bachelor of Psychology. The numbers matter, but people don’t make decisions in spreadsheets. A plan needs to work on paper and in real life.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchMy fees reflect the advice and work involved, so they’re tailored to your circumstances rather than based on a standard package. I’ll explain what’s included and what it costs before you decide whether to proceed.
If we work together over time, we’ll shape that support around what’s useful to you and revisit it as your needs change.
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 2
- First year providing advice 2015
- Years of experience 11
-
Highest qualification
- Bachelor of Commerce
-
Language spoken
- English
Dorset Wealth Management
Level 5, 388 Queen StBrisbane City, QLD 4000
Meeting methods
- In person
- Phone
- Video call
Licensed by
Dorset Wealth Management
AFSL 558504