Principal Financial Advisor
After many years in finance, I wanted to work in an industry where I could really make a difference to people’s lives – to help client’s make smart decisions on how to build & protect their wealth – to help clients Enjoy today by planning for Tomorrow.
In 2002 we founded Tailor-Made Financial Services with a strong desire to build a professional wealth management firm which listens to the clients’ long term aspirations. We wanted to create a service that cares about what each client wants in life and then provide a professional approach in delivering tailored advice, one specifically based on the needs of that client. This became our Vision!
My key areas of expertise include investment advice, retirement planning and Self Managed Super Funds (SMSFs). My qualifications include a Bachelor of Business degree, Master of Applied Finance, Graduate Diploma in Financial Planning, Graduate Diploma in Applied Finance and Investment and I am a Certified Financial Planner®. I am an accredited SMSF Specialist Adviser™ (with SMSF Association).
Based on advice given, in 2006 I was awarded by the Financial Planning Association the National and NSW State winner of the FPA Value of Advice award in the Retirement category as well as 2013 NSW Winner of FPA Best Practice Award.
Outside the office, I like to play golf, go to the beach and try to keep up with my twin boys.
Complimentary phone call - If you have questions and wish to speak to one of our Advisers before booking a meeting, we can arrange a complimentary phone call – just call us on 02 4455 7800.
- Adviser status Platinum
- First year providing advice 2003
- Years of experience 21
- Master of Applied Finance
Tailor-Made Financial ServicesSuite 10, 65 Princes Hwy
Milton, NSW 2538
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Cube Financial Services Pty Ltd