Summary

Since 2012, I have been dedicated to providing personal financial advice, building specialised knowledge in areas such as superannuation, life insurance, cash flow management, wealth accumulation, tax and entity planning, portfolio construction, retirement planning, and estate planning. I enjoy tackling complexity and detail, always seeking to further develop my skills and knowledge. I take great joy in helping my clients achieve their personal financial goals. My approach is always client-centric, ensuring that every strategy and solution is tailored to meet your unique needs and aspirations. I hold a Bachelor of Commerce (Financial Planning) from Curtin University and am proud to have earned the internationally recognised CERTIFIED FINANCIAL PLANNER® practitioner designation, which is the highest qualification for financial advisers in our profession. Additionally, I am a member of the Financial Planning Association of Australia (FPA) and have completed the SMSF Association’s SMSF Specialist Adviser designation.