An experienced financial services professional with over 25 years financial markets experience. I am passionate about investment opportunities as well as creating, managing and protecting wealth for my clients.
Over 16 years running my own successful financial planning business and 7 years with leading financial services companies. I have also obtained a degree in Economics, a Masters in Management and an MBA from Australia’s leading business schools. I am a member of the Australian Association of Financial Advisers and a Board Member of The Irene Gleeson Foundation.
I closely follow global markets and constantly seek the best value investment opportunities around the world. I seek to protect clients wealth with appropriate risk management strategies and engage in long term planning for my clients’ wealth creation.
Over the years, I have supported a numerous philanthropic causes, with the greatest involvement being Opportunity International and Compassion Australia. I currently serve on the board of the Irene Gleeson Foundation.
Specialties: Financial Markets, Investments, Risk Management, Insurance, Superannuation, Business Succession, Philanthropy
I am blessed to be able to do meaningful and fulfilling work with wonderful clients, literally changing their lives, and love having the support of family and dear friends.
Expertise
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 21
- First year providing advice 1998
- Years of experience 26
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Highest qualifications
- Master of Management
- Master of Business Administration
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Language spoken
- English
IMFG
Level 8, 171 Clarence StSydney, NSW 2000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Imfg Pty Ltd
AFSL 527657