As a CERTIFIED FINANCIAL PLANNER® professional, my aim is to assist individuals, families and professionals, including high net worth clients, to create and maintain financial independence. I want to partner with you to meet your aspirations, reduce complexity and provide peace of mind in my role as your trusted financial planner.

I have over 28 years’ financial services experience and in addition to being a CFP® and CPA, I also hold a Bachelor of Business in Accounting, a Graduate Diploma of Applied Investment and Finance and a Diploma of Financial Planning.

Qualifications:

• CERTIFIED FINANCIAL PLANNER® professional
• Bachelor of Business (Accounting)
• Diploma of Financial Planning
• Graduate Diploma of Applied Investment and Finance
• Certifiate Practising Accountant

As a CERTIFIED FINANCIAL PLANNER®, I believe the best client outcomes are those involving an ongoing financial relationship that ensures you remain on track to achieving your financial independence. I act as your sounding board, providing my financial insight and expertise to add value to you at every opportunity. I provide comprehensive holistic financial advice that focuses on identifying your goals and objectives to specifically tailor an advice offering that is both pragmatic and service-orientated.

I have over 18 years’ financial services experience and in addition to being a CFP®, I also hold a Bachelor of Business in Economics and Finance and a Masters degree in Financial Planning.

Qualifications and Memberships

• CERTIFIED FINANCIAL PLANNER® professional
• Bachelor of Business (Economics and Finance)
• Master of Financial Planning