I help professionals, retirees, and small business owners cut through financial complexity so they can make confident, informed decisions about their future. With over 20 years of experience and nearly two decades at GDA Group, I’ve built a reputation for delivering advice that is strategic, personalised, and always client-first.
As a Certified Financial Planner® (CFP®), SMSF Specialist Adviser, and holder of a Master of Financial Planning, I combine technical expertise with a commitment to ethical, transparent advice. My holistic approach covers investments, superannuation, retirement planning, family wealth protection, and self-managed superannuation funds (SMSFs). Clients tell me they value clarity, discipline, and practical strategies that stand up to scrutiny and deliver peace of mind.
My work has been recognised nationally: in 2025 I was named Australian Financial Professional of the Year, SMSF Adviser of the Year, and received the Adviser Innovation Excellence Award. I’ve also been a finalist in the Adviser of the Year Awards (IFPA), the FS Power50 Most Influential Advisers, and the IFA Holistic Adviser of the Year. These honours reflect my dedication to innovation, leadership, and client-first service.
Beyond my professional role, I believe in giving back. I’m an active member of the Rotary Club of Hobart, a Volunteer Fire Fighter with the Tasmanian Fire Service, and a mentor to emerging advisers. I’m passionate about raising professional standards and promoting financial literacy in the community.
Whether you’re planning for retirement, managing investments, or navigating the complexities of SMSFs, my goal is simple: to provide advice that is tailored, transparent, and built to last—so you can move forward with confidence.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchWe offer an initial consultation at no cost to you. This meeting is designed as a relaxed, obligation-free opportunity for us to get to know each other. We'll learn more about your goals, circumstances, and how we might be able to help.
Following this conversation, if we believe we’re a good fit, we’ll outline the next steps and provide a formal Letter of Engagement. This document will detail the scope of work and our fee structure, tailored to your specific needs.
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 22
- First year providing advice 2003
- Years of experience 22
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
GDA Financial Services Pty Ltd
Level 2, 94 Liverpool StHobart, TAS 7000 Level 25, 100 Mount St
North Sydney, NSW 2060 Level 40, 140 William St
Melbourne, VIC 3000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
GDA Financial Services Pty Ltd
AFSL 225931