As a senior member of the Morgans Canberra Financial Planning Team, with over 15 years of experience as a Financial Planner, I am passionate about helping clients achieve their financial goals and objectives.
My key areas of expertise are superannuation (SMSF, retirement, taxation planning) and the appropriate structures required to help clients create and maintain wealth. I provide detailed financial strategies which consider structure, investment vehicles, super and tax legislation. I work with clients to assist them in meeting their financial and lifestyle objectives while maintaining an appropriate risk tolerance.
Expertise
At a glance
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Adviser status
Gold
- First year providing advice 2009
- Years of experience 17
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
Morgans Financial Ltd
Level 1, 25 Napier CloseDeakin, ACT 2600
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Morgans Financial Ltd
AFSL 235410