With over 20 years of experience in the finance industry, I’ve had the privilege of working across a range of roles in major banks, fund managers, boutique financial planning firms, and large corporates since 2005. I’m a registered Justice of the Peace and an associate member of the Financial Planners Association (FPA). I hold a Diploma and Advanced Diploma in Financial Planning, as well as a Graduate Diploma in Financial Planning at a postgraduate level. I’m also qualified to provide advice on Self-Managed Super Funds (SMSFs) and Aged Care. I speak English and am fluent in AUSLAN (Australian Sign Language).
I’m genuinely passionate about helping people identify and achieve their financial goals—whatever they may be. For some, that means investing wisely, improving cashflow or tax efficiency, managing an inheritance, structuring super for long-term growth, or planning for a confident and comfortable retirement. My focus is always on understanding what matters most to you and creating a clear, tailored path to help you get there.
I believe financial advice works best as a partnership. It’s important that you feel just as comfortable and confident working with me as I do with you. Building trust, open communication, and a genuine connection are the foundations of a strong and lasting relationship.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchOur initial meeting is all about getting to know you—your goals, the steps you’ve taken so far, and where you feel you might need guidance. There’s no cost for this first conversation, as it’s too early in the process to provide formal advice. At the end of our meeting, I’ll outline the strategies I can put in place for you, explain the cost of advice, and then it’s entirely up to you how you’d like to proceed.
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 18
- First year providing advice 2018
- Years of experience 8
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Fiducian Financial Services Pty Ltd
Suite 2, 63 Princes HwyFairy Meadow, NSW 2519
Opening hours
- 8:00am – 4:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Fiducian Financial Services Pty Ltd
AFSL 231103