My goal is to help clients navigate through complex rules and achieve financial peace of mind, both pre and post-retirement.
I am a Certified Financial Planner with over 30 years of experience guiding clients to meet their financial goals and achieve great outcomes. You don't have to be a member of the fund I work for! Please don't hesitate to contact me and see if I can help.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Fee for service, fixed price quote.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 11
- First year providing advice 2008
- Years of experience 16
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Highest qualifications
- Certified Financial Planner (CFP)
- Certified Practicing Accountant (CPA)
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Language spoken
- English
AustralianSuper Pty Ltd
Level 10, 120 Edward StBrisbane City, QLD 4000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Industry Fund Services Ltd
AFSL 232514