My journey began at the peak of the Global Financial Crisis, working with an industry super fund to support members through uncertain times. I later joined one of Australia’s Big Four banks and have been providing advice since 2010. For a while I've worked in regional Victoria before returning to Melbourne 2018.
Over the years, I’ve been fortunate to hold a variety of roles that have broadened my expertise across the full spectrum of financial advice—from helping young professionals starting their careers to supporting individuals transitioning into Aged Care. While I work with a diverse range of clients, the majority are pre-retirees and retirees, where my knowledge of SMSFs, Defined Benefit Schemes and Centrelink strategies comes into play.
At the heart of my approach is a genuine commitment to understanding your unique situation. I take the time to listen, provide clarity, and help you move forward with confidence.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchThe fees are charged based on the scope of advice agreed with clients.
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 16
- First year providing advice 2010
- Years of experience 16
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
BG Private
Level 1, 801 Glenferrie RdHawthorn, VIC 3122
Opening hours
- 9:00am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Bg Wealth Management Pty Ltd
AFSL 496348