As a seasoned financial services professional, Principal Financial Advisor, and SMSF Specialist Advisor (SSA®), I specialize in holistic wealth management, providing personalized and strategic financial advice to help clients achieve their financial goals. I am a dedicated relationship builder and strategic thinker, committed to delivering tailored financial solutions that offer comprehensive and insightful guidance for long-term success and financial well-being. A passionate Financial Literacy Advocate, I empower clients with the knowledge and confidence to take control of their financial future.
I offer expert advice in Cashflow Planning, Debt Management, Insurance, Investment Advice, Self-Managed Superannuation Funds (SMSF), Taxation Planning, and Retirement Planning. My collaborative approach allows me to work effectively with individuals, families, small to medium enterprises and deceased estates.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Gold
- First year providing advice 2005
- Years of experience 20
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Akili Wealth
15 Balmoral CtFrankston South, VIC 3199

Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Synchron Advice Pty Ltd
AFSL 243313
