Being a financial planner gives me the opportunity to work with people from all walks of life, and at all different stages in their lives. I came to financial planning in 2006, after a background in economics and superannuation, and enjoy that everyday involves meeting and helping people.
No matter a person’s age or financial position I believe the basic rules for organising your finances to meet your goals are the same. This involves working with you to understanding your financial situation, listening to what you want and what is worrying you, then mapping out a process to get you on a path to meeting your objectives.
I spend a lot of time with people who are approaching and planning for retirement. I feel passionate about the value I can add as a financial planner as this can be an anxious time for many.
I work closely with each client to help maximise their income and benefits, and to ensure they feel in control of their finances when they stop work.
Apart from retirement planning, I also specialise in superannuation an investment planning as well as personal insurances.
Advice and Services
- Superannuation
- Retirement Planning
- Investment Planning
- Insurance & Risk Planning
- Life, Disability & Trauma Insurance
- Income Protection
- Estate Planning
Qualifications
- Post Graduate Certificate in Personal Financial Planning – University of Southern Queensland
- Bachelor of Economics – University of Sydney
Professional Memberships
- Financial Planning Association of Australia
Credo
“A goal without a plan is just a wish”
After Hours
Family, food and travel – and ideally combining all three together