I specialise in helping individuals, families, and businesses develop personalised financial strategies to achieve their goals. Whether you're planning for retirement, saving for your child's education, or growing your investments, I’m committed to guiding you every step of the way.
With over 20 years of experience in finance—focusing on retirement planning, wealth management, and tax-efficient strategies—I make complex financial concepts simple and ensure you feel confident in your decisions.
Let’s create a financial plan that not only protects what matters most to you but also sets the foundation for a secure and prosperous future. Feel free to reach out to me to schedule a consultation.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 67
- First year providing advice 2010
- Years of experience 15
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
AGS Financial Group Pty Ltd
Suite 3, Level 8, 8 West StNorth Sydney, NSW 2060 Level 5, Suite 501, 8 Brookhollow Ave
Baulkham Hills, NSW 2153

Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Akumin Pty Ltd
AFSL 232706
