Summary

As Director of Expert Pensions Advice Australia Pty Ltd in Australia, I am an authorised and qualified financial planner with over three decades of experience in wealth management and business development. I am also a qualified UK Pension Transfer Specialist. It is vital that clients access high quality support from reliable, accredited organisations, this is something the Expert Pensions Advice Group are completely committed to. I hold UK CFPᵀᴹ and Australia CFP® certification, the only globally recognised mark of excellence in financial planning. I also hold the Chartered Wealth Manager and Chartered Fellow (Financial Planning) UK certifications via Chartered Institute For Securities & Investment. These certifications provide you with the confidence that you will be dealing with an industry qualified, highly experienced and trustworthy individual. Specialising in financial planning for British Expatriates, I am a knowledgeable professional, able to identify and meet specific client requirements whilst exceeding their expectations for service delivery. As a confident leader, I promote a culture of competency and best practice, motivating colleagues to accomplish targets. Defining innovative strategies, I have an instinct for maximising new business opportunities and the ability to build positive working relationships with key stakeholders. If you are planning a move or have already emigrated to Australia, do not hesitate to contact me for further information.