Summary

I have over 25 years’ experience in the financial services industry and am the founder and Managing Principal of Wealth Simplicity, an AFSL‑holding advice practice based in Sydney. I work primarily with SMSF trustees, professionals, business owners and retirees, providing holistic advice that integrates superannuation, investments, tax and administration in one place. My background in accounting, legal practice and investment advice allows me to take a practical and technically informed approach when advising SMSF trustees, particularly where complexity exists across tax, structures, compliance and long‑term planning. I assist clients across the full SMSF lifecycle, including fund establishment, contribution and pension strategies, investment management, property, superannuation splits, estate planning and fund wind‑ups. Wealth Simplicity operates as a one‑stop shop for SMSF trustees, providing financial advice, investment advice, and the associated accounting and administrative support required to implement and maintain strategies over time. I work closely with clients and their broader adviser network where appropriate, but place strong emphasis on clarity, accountability and well‑documented advice. My focus is on helping SMSF trustees make informed, confident decisions, providing practical guidance and peace of mind through each stage of life, while ensuring advice remains compliant, sustainable and aligned with their objectives.