I became a Financial Adviser due to a desire to educate people on the power of their money. What this means to you is that, not only will you receive a high level of service, you will also be educated on how make the most of your financial affairs.
My main interest in financial planning is pre-retirement and retirement planning through wealth protection and wealth creation. I’ve helped many people from all walks of life; from doctors to partners of accounting firms to pre-retirees, educators and even young professionals. I am also accredited to provide Aged Care advice, helping clients transition to Aged Care and beyond and can provide you with advice on Self Managed Superannuation Funds.
So, no matter what stage of life you’re at, I’m excited to help you make a plan!
From investing for the first time, to helping you work towards and enjoy retirement and, eventually, ensuring your estate and legacy are arranged to give you peace of mind… nothing makes me prouder than seeing my clients gain the confidence to make informed decisions around their finances and achieve their lifelong goals.
I have been in the Financial Service industry since 2010 and have gathered a wealth of financial planning experience. My qualifications include an Advanced Diploma of Financial Planning, Aged Care Accreditation and I am a Self Managed Superannuation Fund Adviser. I’m also a member of the Association of Financial Advisers.
Outside of helping my clients, I enjoy spending time with my wife and daughter and living up to the challenge of a very busy work life and very busy family life. If there’s time, I like testing the odd craft beer and tending to our little tropical garden in our backyard.
If you would like to discuss your finances, or have a question, feel free to reach out!
