I have been helping individuals and families make confident financial decisions since 1990, and I believe good financial advice starts with understanding what matters most to each client.
I hold a Master of Financial Planning, Graduate Diploma of Financial Planning and Diploma of Financial Planning, and I am a Certified Financial Planner (CFP). My experience covers retirement planning, superannuation, investments, wealth creation, personal insurance and estate planning strategies.
As the principal of Harvest Wealth SA, my approach is personal, practical and straightforward. I take the time to understand each client's circumstances, priorities and longer-term goals before recommending a strategy. I don't believe financial advice should be one-size-fits-all. The right strategy needs to work for the individual and be something they genuinely understand and feel comfortable implementing.
Many of my clients are approaching or already enjoying retirement, where financial decisions can become increasingly complex. My role is to help make those decisions clearer, whether that involves structuring superannuation and retirement income, managing investments, navigating Centrelink considerations or ensuring financial arrangements support broader estate planning objectives.
I place a strong emphasis on trust, transparency and long-term relationships. I want my clients to understand not only what I am recommending, but also why I am recommending it and how it helps them achieve what is important to them.
For me, financial planning is about much more than investments and numbers. It's about helping people make informed decisions, simplifying complexity and giving them confidence about their financial future.
Expertise
My fees
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 7
- First year providing advice 2002
- Years of experience 24
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Harvest Wealth South Australia
127 Ellen StPort Pirie, SA 5540 13 Flinders Terrace
Port Augusta, SA 5700
Opening hours
- 9:00am – 4:00pm Monday – Thursday
- 9:00am – 1:00pm Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221