I founded FinPeak Advisers because I kept seeing the same thing: capable, successful people with strong incomes and clear ambitions — but no real way to make all the competing priorities work together.
The mortgage, the super, the investment portfolio, the kids' future, the insurance you've been meaning to review — it all matters, and it all pulls in different directions. My job is to help you see the whole picture clearly, weigh up the trade-offs honestly, and make decisions you're confident in.
I've spent over 20 years in financial services and accounting — including roles at a Big Four firm, a fund manager, and a boutique advice practice. I moved away from large organisations deliberately. Working closely with a smaller number of clients means the advice actually fits their life, not a product checklist.
I work with busy professionals and families, pre-retirees thinking seriously about super and retirement, and business owners who need their personal and business finances properly coordinated. If you'd like to understand your options more clearly, I'm happy to have a conversation.
Areas of focus: financial strategy, superannuation and SMSFs, retirement planning, investments, estate planning, risk insurance, and tax-effective structures. Responsible investment options are also available for clients who want them.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 3
- First year providing advice 2008
- Years of experience 18
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Highest qualification
- Master of Applied Finance
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Language spoken
- English
Finpeak Advisers
Level 12, 121 Castlereagh StSydney, NSW 2000
Opening hours
- 9:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Spark Advisors Australia
AFSL 380552