Mobile phone : 0401984379
With over 20 years’ experience in the financial services sector, I’m proud to have helped many of our clients achieve peace-of-mind and realise their best possible wealth solution strategies. I have assisted many clients; their families and businesses achieve their goals by having a deep understanding of their needs and what is important to them. I pride myself to be the go-to person for my clients for financial guidance, education and personal financial advice. I assist clients with the following: -Optimising their wealth accumulation and retirement savings e.g Superannuation -Optimise their broader financial situation, -Protect their wealth and family financial future e.g right insurance cover, set up kids on their right path, plans for their estate. -Navigate major life events e.g. Birth of child, divorce, downsizing family home, age care, deceased estate. - Understand their retirement needs and cashflow requirement in retirement, Centrelink benefits and respond to legislation changes. - Help them develop and implement their financial plan to provide a comfortable retirement. To help them feel confident about their retirement plan progress and staying on track. Key values: • Client’s needs are met first. • Deliver my services with high integrity and care for my clients, community and industry. • Challenging myself and others to think differently about complex problems and challenges, to identify a true breakthrough solution.
Expertise
We will discuss and agree the actual fees with you before we proceed and where relevant fees and commissions will be disclosed in the advice documents provided to you.
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 7
- First year providing advice 2001
- Years of experience 22
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Innovative Wealth Management
Shop 2, 8-10 Revesby PlaceRevesby, NSW 2212

Meeting methods
- In person
- Phone
- Video call
Licensed by
Charter Financial Planning
AFSL 234665
