I’ve been helping people with their finances for more than 30 years, and one thing I’ve learned is that money is rarely simple. Many people make decisions without realising the long-term impact, simply because the rules are complicated and the right advice wasn’t there when they needed it.
My job is to make things clearer and give people confidence about their future. Most of the clients I work with are approaching or already in retirement, looking for answers to big questions: Will we be okay? Have we done enough? What should we do next? Together, we build a plan — a roadmap when it’s needed — that sets out the steps ahead and gives them peace of mind.
Sometimes that means finding better ways to use super, sometimes it’s restructuring investments, or simply making sure small details don’t turn into costly mistakes. Every client’s situation is different, but the aim is always the same: clarity, direction, and reassurance.
Above all, I want my clients to feel supported for the long term. Advice isn’t just about numbers — it’s about having someone you can call when life changes. Many of my clients have worked with me for decades, and the trust we’ve built together is what matters most to me.
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 2011
- Years of experience 14
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
The Advice Exchange Pty Ltd
G2, 10 Yarra StSouth Yarra, VIC 3141

Opening hours
- 9:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
Licensed by
The Advice Exchange Pty Ltd
AFSL 278937
