With over 30 years of experience as a tax and wealth advisor, I specialise in guiding families and business owners through the complexities of financial planning. As the owner of a successful accounting and advisory practice, I provide expertise in tax planning, wealth creation, superannuation, and succession strategies, with a particular focus on family groups and the health sector. Clients value my clear communication, practical advice, and long-term perspective, built on decades of helping multiple generations achieve their goals. I am committed to integrity, trust, and delivering tailored solutions that provide security today and confidence for the future.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchWe offer a 15 minute complimentary discussion to discuss your needs and determine if we can be of assistance to you. Fee structure will be explained as part of the initial conversation.
At a glance
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Adviser status
Gold
- First year providing advice 2007
- Years of experience 18
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Highest qualifications
- Bachelor of Arts
- Bachelor of Economics
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Language spoken
- English
Curve Wealth Pty Ltd
Suite 6, 60 Bay RdSandringham, VIC 3191
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Curve Wealth Pty Ltd
AFSL 533468