Summary

I’m a Financial Adviser with more than 20 years’ experience helping clients across Australia build and protect their wealth. Based in Perth, I specialise in superannuation (including SMSFs), Centrelink/DVA assistance, strategic advice, investments, personal insurance, and life-stage financial planning. My focus is simple: building a plan that gives you confidence, clarity, and the financial freedom to enjoy what you’ve worked so hard for – now and in the future. Whether it’s consolidating super accounts, maximising contributions and tax strategies, helping run your SMSF, getting the most from Centrelink or DVA entitlements, protecting your income and family with the right insurance, creating a tax-effective investment portfolio, or preparing for the next chapter (whatever that looks like for you), I take the time to understand your goals and explain everything clearly, so you always know exactly where you stand. Over the years I’ve guided hundreds of professionals, business owners, pre-retirees, and retirees across Perth and the rest of Australia through every stage — from growing wealth to managing transitions, aged-care funding, insurance claims, inheritances, and estate planning. My qualifications Master of Financial Planning (MFinPlan) Certified Financial Planner® (CFP®) Life Risk Specialist (LRS®) SMSF Association Accredited Adviser (SSA®) If you’d like straightforward, no-pressure advice, please get in touch.