Holding a Bachelor of Commerce in Financial Planning from Deakin University and more than 30 years of hands-on industry experience, I bring deep expertise across the full spectrum of financial advice, specialising in superannuation, retirement planning, investments, and insurance.
Throughout my career, I have guided individuals, families, and business owners through complex financial decisions, helping them build long-term security, resilience, and peace of mind.
Some of the key areas that I work within are:
Superannuation With strong technical knowledge of superannuation rules and opportunities, I help clients maximise contributions, optimise investment structures, and navigate legislative change to strengthen their retirement position.
Retirement Planning Drawing on decades of experience, I build sustainable retirement strategies designed to deliver confidence, flexibility, and lifestyle freedom, whether clients are planning ahead or already transitioning into retirement.
Investments I work with clients to build and manage diversified investment portfolios aligned to their risk profile, time horizon, and financial objectives. Whether growing wealth in the accumulation phase or generating a reliable income, I provide considered, strategy-driven advice designed to perform across market cycles.
Insurance Cover provide clear, strategic advice to ensure clients have the right protection in place. From life and income protection to trauma and total and permanent disability cover, every recommendation is carefully tailored to reflect each client's needs, goals, and life stage.
Over three decades, I've seen economic cycles evolve, regulations shift, and client goals diversify. This breadth of experience allows me to provide practical, adaptable, and forward-thinking advice grounded in real-world insight.
Outside of work, I'm a proud family man with four children and an active contributor to the local community. I umpire in the Eastern Cricket Association and have spent many years coaching junior cricket. I also served as President of the Northvale Junior Football Club, a role that reflected my long-held passion for creating positive, supportive opportunities for young athletes to grow and thrive.
Whether guiding clients through complex financial strategies or supporting families through grassroots sport, my focus has always been the same: helping people achieve stability, success, and long-term well-being.
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 6
- First year providing advice 2014
- Years of experience 12
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Highest qualification
- Bachelor of Commerce (Financial Planning)
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Language spoken
- English
KSR Private Wealth
Ground Floor, 1 Oxley RdHawthorn, VIC 3122
Opening hours
- 9:00am – 4:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Ksrpw Afsl Pty Ltd
AFSL 560950