I help professionals in their 50s and 60s bring clarity, confidence, and structure to their financial lives so they can design a retirement — and a next chapter — they genuinely look forward to.
With 8+ years of experience, I’ve learnt that financial advice is about much more than numbers. It’s about understanding people, their stories, and the life they want to live. My role is to turn financial complexity into calm, confident decision-making, using a blend of strategic planning and behavioural coaching.
As a Certified Behavioural Money Coach and a finalist in the 2024 Financial Services Awards, I support clients in navigating emotional, transitional, and high-impact decisions with clarity and purpose. Whether you’re preparing for retirement, simplifying your financial world, or wanting greater certainty about the future, I help you design a personalised blueprint that aligns your wealth with what matters most.
Relationships come first. I take the time to listen, understand, and build trust — because great advice only works when it feels right for you.
I’m also proud to contribute to my community as an active member of the Greater Springfield Chamber of Commerce (GSCC) and a Commissioner for Declarations (CDec).
Outside of work, I’m usually with my family, cheering on rugby, or perfecting my latest attempt at home-brewed coffee — the small things that remind me what freedom really means.
If you’re looking for guidance, clarity, or a partner to help design your financial next chapter, feel free to reach out.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchThese prices should be used as a guide only. We will discuss your individual needs and agree our fees with you. The actual agreed fees will depend on factors such as the complexity of your circumstances and goals and the scope of the advice.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 35
- First year providing advice 2016
- Years of experience 9
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
PSK Private Wealth
Level 7, 295 Ann StBrisbane City, QLD 4000 Suite 5, 22 Magnolia Dr
Brookwater, QLD 4300
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Psk Advisory Services Pty Ltd
AFSL 234656