Summary

With 30 years of experience in the Australian financial services industry, I specialise in helping private clients, not-for-profits, and organisations build and protect their financial position to achieve their unique goals. I focus on understanding the distinct needs of each client and developing tailored wealth management strategies that support both their short-term objectives and long-term ambitions. Since 2009, I have been accredited as an SMSF Specialist Adviser with the SMSF Association, reflecting my passion for and expertise in this space. SMSFs are often the cornerstone of my clients' wealth accumulation, retirement funding and estate planning strategies. Throughout my career, I have navigated clients through complex financial situations, providing clear, strategic advice that prioritises their best interests. Whether working with high-net-worth individuals or guiding NFPs through investment decisions, I remain committed to keeping the client at the centre of everything I do. By building strong relationships, I deliver customised financial solutions that not only enhance wealth but also provide peace of mind, knowing that each plan is aligned with my clients' values and aspirations.