With a Bachelor of Commerce (Financial Planning) from Deakin University (2022) and over 30 years of hands-on industry experience, I bring deep expertise across the full spectrum of financial advice.
I specialise in delivering comprehensive, client-focused strategies in life insurance, superannuation, and retirement planning. Throughout my career, I’ve guided individuals, families, and business owners through complex financial decisions, helping them build long-term security, resilience, and peace of mind.
Life Insurance:
I provide clear, strategic advice to ensure clients have the right protection in place. My approach is centred around safeguarding families and tailoring cover to reflect each client’s needs, goals, and life stage.
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.
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 insights.
Outside of work, I am a proud family man and an active contributor to the local community. I have spent many years coaching junior cricket, serving as President of the Northvale Junior Football Club, where I am dedicated to creating positive, supportive opportunities for young athletes to grow and thrive.
Professionally and personally, my focus is on helping people achieve stability, success, and long-term well-being. Whether guiding clients through complex financial strategies or supporting families through grassroots sport, I am committed to making a meaningful, lasting impact.
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 11
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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