With more than 20 years in financial advice, and as an SMSF Specialist Adviser (SSA™), I lead Wealth Designers Advisory as Director and Principal Financial Planner — a boutique private wealth firm that proudly holds its own Australian Financial Services Licence (AFSL 562647), advising from Sydney's Barangaroo and Brisbane CBD, and Australia-wide by video. I specialise in guiding SMSF trustees, high‑net‑worth families, and pre‑retirees — most with $750,000 or more in superannuation — through the complex decisions that shape long‑term financial security.
My work centres on strategic retirement planning, retirement income strategy, and protecting retirement capital through our Three-Bucket approach — alongside SMSF structuring, portfolio construction, tax‑efficient structuring and estate planning. I bring a deep understanding of superannuation law, tax strategy, and investment governance, helping clients make confident decisions that protect and grow their wealth.
In 2026 I was shortlisted for the FS Power50 — Financial Standard's list of the 50 most influential financial advisers in Australia — and named a finalist for Adviser of the Year – Personal Advice at the Australian Wealth Management Awards.
At Wealth Designers Advisory, our focus is on excellence, integrity, and long‑term partnership — fee‑for‑service, with all costs agreed in writing before any commitment. 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 touchRecent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 12
- First year providing advice 2011
- Years of experience 15
-
Highest qualification
- Master of Financial Planning
-
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