Summary

As a Certified Financial Planner CFP®, an SMSF Specialist Advisor (SSA®), a registered tax adviser with the Tax Practitioner's Board (TPB) and a Private Wealth Adviser, I have over 19 years of industry experience in providing strategic solutions to help clients achieve their financial and lifestyle goals. Advising a diverse range of clients (High Net Wealth individuals, corporate entities, small to medium enterprises (SMEs), family trusts, Self-Managed Super Funds (SMSFs), Testamentary Trusts), I help them tailor a financial plan and suitable investment portfolio to reflect their evolving objectives over time. This includes navigating significant transitions such as retirement planning, downsizing the family home and making super contributions, managing blended families and divorce, succession planning, sale of businesses, aged care advice, distribution of inheritance, deceased estates, buying or selling property, and provisioning for children’s expenses (e.g. education bonds for private school fees). My clients benefit from my deep expertise in investment structuring and the implementation of tax-effective investment strategies, alongside comprehensive financial planning and life insurance advice. Proficiency across a wide array of investment options including direct equities, hybrids, bonds, derivatives, exchange traded products (ETPs), LICs, LITs, managed funds, private credit, private equity, direct infrastructure and other Alternative assets.