I am a highly experienced financial adviser with a passion for wealth creation, risk management, and strategic financial planning. With over a decade in the industry, I specialise in working with high-net-worth individuals, business owners, and sophisticated investors, helping them structure their investments, optimise tax efficiencies, and build long-term financial security.
My expertise spans investment portfolio construction, SMSFs, family trusts, tax planning, estate planning, and wealth protection. I take a holistic, research-driven approach to financial planning, ensuring that my clients’ portfolios are diversified, resilient, and aligned with their long-term objectives.
Beyond investment strategies, I focus on risk management and estate planning to protect my clients’ wealth and ensure a smooth transition of assets for future generations. My goal is not just to grow wealth, but to safeguard it for financial security, lifestyle continuity, and intergenerational success.
I am passionate about educating and empowering my clients throughout their financial journey, ensuring they understand the strategies in place and feel confident in their financial future. I believe in delivering clear, strategic, and practical advice that makes a real difference in my clients' lives.
I offer a personalised, hands-on approach, including regular portfolio reviews and ongoing strategic guidance, ensuring clients stay on track to achieve their financial aspirations.
📩 Get in touch to discuss how I can help you build, protect, and transition your wealth effectively.
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
Silver
- Rating
- Number of reviews 7
- Years of experience 2
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Highest qualifications
- Graduate Certificate in Financial Planning
- Graduate Diploma of Financial Planning
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Language spoken
- English
Everstead Private Wealth
Suite 207, 28 Riddell ParadeElsternwick, VIC 3185
Opening hours
- 9:00am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Volare Wealth Pty Ltd
AFSL 553949