I help my clients achieve their goals by providing clear, straightforward advice. I advise clients regarding investments, retirement planning, the implementation of tax-reduction strategies and also transition to retirement and estate planning needs. I am able to provide clear and comprehensive advice for self-managed superannuation funds, from creation to cessation. I previously sat on the MLC Advisory Board and have been part of both ATO and Commonwealth Government treasury focus groups on future policy development. I am a specialist adviser with regards to self managed super funds (SMSF), accredited through the leading industry SMSF advice organisation, SPAA. I am also an associate member of the Financial Planners Association (FPA) and have been since 2004.
Expertise
My fees
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 1
- First year providing advice 2002
- Years of experience 21
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Capital Focused Pty Ltd
Level 4, 260 Queen StBrisbane City, QLD 4000

Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Consultum Financial Advisers Pty Ltd
AFSL 230323
