Summary

Are you struggling to find a financial adviser you can trust? One who takes a holistic approach, isn't product-focused, and works with SMSF investors? Imagine one who does all of this, works for a self-licensed firm, and serves clients nationwide. That’s me! With a legal background, I bring a unique perspective and skill set to the table. I work with people from all walks of life, but I find I connect best with two types of clients: 1. Go-getters – Those who are in control of their financial future or are ready to take charge. 2. Busy professionals – Experts in their own field who want to delegate and work with professionals to design the life they desire. As a financial adviser, I create tailored strategies across key areas to give you confidence, clarity, and control over your financial future: 1. Superannuation 2. Investments 3. Structuring 4. Tax planning 5. Debt management 6. Cash flow management 7. Estate planning 8. Retirement planning I pride myself on providing unbiased advice and an unwavering commitment to each one of my client's financial future. In addition to my advisory work, I also teach Behavioural Finance and Superannuation at Southern Cross University, sharing my knowledge and passion to help guide the next generation of advisers into the industry.