I’m a financial adviser with over seven years of experience helping high-net-worth individuals, families, and professionals simplify financial complexity and take control of their wealth.
My expertise spans superannuation (including SMSFs), tax-effective investment strategies, estate planning, risk protection, trust and company structures, private ancillary funds, debt management, margin lending, and financial markets.
I specialise in bespoke portfolio construction and active investment management, building tailored strategies that align with each client’s goals, values, and risk appetite. My advice goes beyond investments—by taking a holistic approach, I help clients structure, protect, and grow their wealth across generations.
Whether you're a time-poor professional, a family planning for succession, or an investor navigating complex financial structures, I provide strategic guidance with clarity and confidence—backed by deep technical insight and a long-term mindset.
Feel free to connect or reach out if you'd like to have a confidential conversation about your financial goals
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
Bronze
- Rating
- Number of reviews 2
- Years of experience 1
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
WealthyMe
Suite 3, 58 Abbotsford StWest Melbourne, VIC 3003

Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Charter Financial Planning
AFSL 234665
