Summary

I have worked in the superannuation industry in both the UK and Australia for many years. I am passionate about advising clients, increasing their knowledge, minimising their tax, and helping them to meet their financial goals for retirement and future family generations. I am licenced financial adviser; you can look me up on the ASIC register under number 428314. I provide advice on all matters in relation to superannuation including SMSF establishment, contributions, retirement planning, pensions, death benefit nominations, limited recourse borrowing arrangements, insurance, investment advice, taxation, and administration. I am an accredited SMSF Specialist Advisor, Chartered Tax Adviser (CTA), and Registered Tax Agent. I am also a member of the “SMSF Association” and the “Tax Institute” and abide by their codes of professional conduct and ethics.