Summary

I started my career in financial advice before making a deliberate move into real estate, working as a licensed estate agent and auctioneer. I wanted to better understand how people build wealth through real assets, leverage, timing, and long-term decision making. That experience continues to shape how I approach advice today, particularly where property, superannuation, and long-term wealth planning intersect. As a Private Wealth Adviser, I work with clients across strategic wealth planning, retirement planning, debt structuring, and SMSF advice. My approach is to first understand what a client is genuinely trying to achieve, then build a strategy around that. SMSF advice forms a meaningful part of my practice, but only where the structure is appropriate and aligned with the client's broader objectives. I hold the AFP® designation through the Financial Advice Association Australia (FAAA) and the SSA® designation through the SMSF Association, reflecting ongoing professional development and specialist expertise in SMSF advice. My qualifications include a Bachelor of Business (Banking & Finance) from Monash University, a Graduate Diploma of Financial Planning, and I am currently completing a Master's degree. Feel free to connect or reach out for a conversation.