I’m a Senior Financial Adviser, working with medical specialists and Public Servants across South Australia and Tasmania to help them make confident, strategic financial decisions at every stage of their careers. With over 20 years in financial services, I specialise in superannuation strategies (including defined benefit schemes), retirement planning, salary sacrifice, insurance, transition to retirement and advice for Super SA Members.
I understand the unique challenges of balancing public and private practice, and the complex superannuation and tax considerations that come with it. My focus is on delivering tailored solutions that align with my clients’ professional demands and personal goals.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAlternate fee structures may include ongoing fees for continuous service, fixed fees for defined advice, and one-off fees for specific transactions or events.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 6
- First year providing advice 2007
- Years of experience 18
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Perpetual
level 12, 25 Grenfell StAdelaide, SA 5000
Opening hours
- 8:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Perpetual
AFSL 236643