For over 20 years I’ve been helping small business owners and executives, like myself, to take positive steps towards their successful financial future. My clients range from time-poor small business owners to executives of nationally run corporations. I visit my clients at their office, home or via Skype and discuss their aspirations. By understanding their goals I can focus on what’s right for them and create a plan to help them get where they want to be financially. I specialise in superannuation and retirement planning, wealth creation strategies, investments, wealth protection and business insurance. Contact me on 1300 884 057 if you would like to know more about how I can help you and your business to achieve your goals.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
- 
							Adviser status
							
								Bronze
							
							
 - Rating
 - Number of reviews 7
 - First year providing advice 1994
 - Years of experience 31
 - 
						
							Highest qualification
							
- Diploma of Financial Services (Financial Planning)
 
 - 
							
								Language spoken
							
							
- English
 
 
Oracle Advisory Group
Polding House, 276 Pitt StSydney, NSW 2000
								Licensed by
Oracle Advisory Group Pty. Ltd.
AFSL 540806