I’m a Financial Adviser (and qualified Accountant) based in Sydney. I provide evidence-based, holistic advice across wealth structuring, investment management, superannuation, retirement planning, personal insurance and estate planning.
I work closely with professionals, business owners, investors and families who want to build, protect and manage their wealth with greater clarity. I focus on simplifying complex financial decisions and giving my clients the information, structure and confidence they need to make informed long-term decisions.
My approach is grounded in a simple belief: better financial decisions start with better information.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 15
- Years of experience 2
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Bright Wealth Pty Ltd
Shop 5, 822-824 Anzac ParadeMaroubra, NSW 2035
Opening hours
- 9:00am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Gps Wealth Ltd
AFSL 254544