With over 20 years of experience in financial planning, I’ve been helping professionals, self-funded retirees, and small business owners make confident, informed financial decisions since joining GDA in 2007.
I hold a Master of Financial Planning, am a Certified Financial Planner® (CFP®), and an SMSF Specialist Adviser—credentials that reflect my commitment to delivering strategic, personalised advice with integrity and clarity.
My approach is holistic and client-focused, covering investments, superannuation, retirement planning, family wealth protection, and self-managed superannuation funds (SMSFs). I’m passionate about simplifying complex financial matters and empowering clients to achieve long-term peace of mind.
As a proud member of the Financial Planning Association of Australia, I’m dedicated to helping people gain financial clarity and build a secure future.
In 2024, I was a finalist in the Adviser of the Year Awards and GDA received an Outstanding Achievement Award for Financial Planning Practice of the Year. The awards were held by the Institute of Financial Professionals Australia. I have been recognised as one of the top 10 financial planners in Hobart1
1 top10financialplanner.com.ai/Hobart-financial-planners
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 17
- 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
