I am a Financial Adviser based in Cairns, helping families, professionals, retirees and business owners make confident financial decisions and achieve long-term financial security. My focus is on providing clear, practical financial advice that clients can understand, empowering them to make informed decisions about their future with confidence.
My areas of expertise include retirement planning, wealth creation, superannuation, investment advice and strategic financial planning. Whether clients are building wealth, preparing for retirement, managing substantial assets or navigating a major life event, I pride myself on being approachable and accessible. This allows us to work together to develop a truly tailored financial strategy and adapt quickly as circumstances and objectives change over time.
I work closely with business owners and their accountants, both within and outside our firm, assisting with complex financial structures involving family trusts, companies, SMSFs, succession planning, estate planning, and intergenerational wealth transfer. My objective is to simplify complexity and provide clear, practical advice that aligns personal, business, and family goals. Having started my career with a trade qualification before transitioning into financial planning, I bring a practical, real-world perspective to advice. This background helps me relate to business owners, tradespeople, and working families, allowing me to communicate complex financial concepts in a straightforward and understandable way.
I hold a Master of Financial Planning, a Bachelor of Business (Accounting and Financial Management) and the AFP® designation. I am passionate about building long-term relationships and pride myself on being approachable, accessible and responsive to my clients' needs.
Specialties: Retirement Planning | Superannuation | Investment Advice | Wealth Creation | SMSFs | Business Owners | Family Trusts | Estate Planning | Succession Planning | Wealth Transfer | High Net Worth Advice | Strategic Financial Planning
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchFeel free to ask for a complimentary discovery conversation over the phone to discuss your financial goals, concerns and circumstances. This provides an opportunity for you to learn more about the advice process, understand how I may be able to assist, and ensure you feel comfortable before moving forward. It also helps me gather the information needed to make our initial consultation as valuable, informative and tailored to your needs as possible.
At a glance
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Adviser status
Silver
- First year providing advice 2018
- Years of experience 8
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Carey Group (Carey Financial)
188 Mulgrave RdWestcourt, QLD 4870
Opening hours
- 8:00am – 5:00pm Monday – Thursday
- 8:00am – 3:00pm Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Endure Wealth Pty Ltd
AFSL 516435