As leader of the Financial Planning team, I love helping people achieve their goals. My main focus is on assisting high income earners build wealth and for my high net wealth and retiree clients to preserve their assets and enjoy their well earned retirement.
Bachelor of Commerce, University of Queensland
Graduate Diploma of Financial Planning, Securities Institute (now FINSIA)
Certified Financial Planner ®, Financial Planning Association
Certificate in Applied Tax, Tax Institute of Australia.
Assisting clients with their financial planning needs since 1999
Authorised representative (Financial Adviser) since 2000
Director/Partner of Accounting and Financial Planning firms since 2007