With 17 years of experience as a financial adviser and an SMSF Specialist Adviser (SSA™), I lead Wealth Designers Advisory as Director and Principal Financial Planner — a boutique firm that proudly holds its own Australian Financial Services Licence (AFSL). I specialise in guiding SMSF trustees, high‑net‑worth families, and pre‑retirees through the complex decisions that shape long‑term financial security.
My work centres on strategic retirement planning, SMSF structuring, wealth creation, and sophisticated financial strategies designed for clients who expect clarity, precision, and a high level of technical expertise. I bring a deep understanding of superannuation law, tax strategy, and investment governance, helping clients make confident decisions that protect and grow their wealth.
As a certified tax adviser, I integrate tax‑efficient structuring into every strategy — from SMSF optimisation and contribution planning to multi‑entity wealth management for high‑net‑worth clients. My approach is bespoke, outcomes‑driven, and grounded in a commitment to delivering advice that aligns with each client’s goals, values, and lifestyle aspirations.
At Wealth Designers Advisory, our focus is on excellence, integrity, and long‑term partnership. We work closely with clients to build, protect, and transition wealth with intention — ensuring they enter retirement with confidence and clarity, and that their financial legacy is secure.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchFree Initial Consultation Personal Advice starting from $1650 Ongoing Advice starting from $1200 I charge asset based fees ranging from 0.55% to 1.01% Initial appointment is no charge and is at our cost. This will include some General Advice. Initial advice cost: • Simple $1,650 • Typical $2,750 • Complex $5,500 Ongoing adviser service fee: • < $500,000 - 1.01% pa • $500,000 to $1,000,000 - 0.85% pa • $1,000,000 - 0.65% The initial financial plan and ongoing service fees can generally be paid out of your investments/superannuation.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 12
- First year providing advice 2011
- Years of experience 15
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Wealth Designers Advisory Pty Ltd
Tower One Barangaroo International Towers Level 35, 100 Barangaroo AveBarangaroo, NSW 2000
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Wealth Designers Advisory Pty Ltd
AFSL 562647