For me, financial advice is about far more than investments and superannuation. It's about giving people confidence, clarity and peace of mind so they can make informed decisions about their future.
With more than 20 years of experience across financial planning, accounting, investments and business, I've learnt that every client has a different story. That's why I take the time to understand what matters most to you before recommending any strategy. Whether you're planning for retirement, growing your wealth, protecting your family or simply looking for someone you can trust to guide you, my advice is always tailored to your circumstances and goals.
I believe great financial advice should be easy to understand, practical and completely transparent. My role isn't just to recommend strategies—it's to explain them in plain English, answer your questions and help you feel confident about every decision you make.
Many clients tell me they appreciate my honest, approachable style and the fact that they never feel rushed or pressured. I see every client relationship as a long-term partnership, where I'm available to support you through life's changes and help keep your financial plan on track.
My goal is simple: to help you make smarter financial decisions today so you can enjoy greater opportunities, security and freedom tomorrow.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchI only take on clients where I'm confident I can deliver value that exceeds the fees I charge. That's why I don't charge for an initial consultation or strategy meeting—it's important that we both determine whether we're the right fit before you make any commitment. If you decide to proceed, all fees are explained clearly and agreed upfront, so you'll always know exactly what you're paying and there are never any hidden costs or surprises.
Recent reviews
At a glance
-
Adviser status
Silver
- Rating
- Number of reviews 8
- First year providing advice 2004
- Years of experience 22
-
Highest qualification
- Bachelor of Business (Accounting)
-
Language spoken
- English
abbrev8 financial services
3 Parkland ClFrankston South, VIC 3199
Opening hours
- 8:00am – 7:30pm Monday – Saturday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Infocus Securities Australia Pty Ltd
AFSL 236523