I am the Director of Wealth Planning Partners and Trusted Aged Care Services, with more than 35 years of experience helping Australians navigate life's most important financial decisions.
My passion is helping clients Secure, Build and Succeed using The WPP Way—a practical framework designed to provide financial security, build long-term wealth and create confidence for the future. Whether you're planning for retirement, managing investments, protecting your family, navigating aged care or preparing your estate, my goal is to simplify the complex and help you make informed decisions.
I hold a Master of Financial Planning and specialist accreditations in Self-Managed Superannuation Funds (SSA™), Estate Planning (SAPEPA), Aged Care and Financial Abuse. Ongoing education and professional development remain central to my commitment to delivering high-quality advice in an ever-changing environment.
In addition to my advisory work, I am an author, speaker and host of the Financial Secrets Revealed podcast. I am the author of Financial Secrets Revealed and the SMART Series of books, which focus on improving financial literacy and helping Australians make smarter decisions at every stage of life.
Through Trusted Aged Care Services, I also work closely with families across Australia to navigate the complexities of aged care, helping them understand their options and make confident decisions during what can often be a challenging time.
Beyond business, I am passionate about community impact and philanthropy. I have participated in leadership and immersion programs with The Hunger Project in Uganda, Malawi and India, experiences that reinforced my belief that a clear vision, strong commitment and consistent action can transform lives.
I believe great advice is about more than money. It's about helping people achieve their goals, navigate life's transitions and gain peace of mind about the future.
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
Platinum
- Rating
- Number of reviews 26
- First year providing advice 2001
- Years of experience 25
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Wealth Planning Partners
33A Tarrant DrMudgeeraba, QLD 4213 P O Box 3592
Burleigh Town, QLD 4220
Opening hours
- 9:00am – 5:00pm Monday – Thursday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Wpp Licensee Services Pty Ltd
AFSL 530393