As a Partner with Findex working in the financial planning division, it is my aim to provide clients with the best strategies for them to achieve their cash flow objectives, financial goals and future aspiration. I love helping people set themselves up financially for the life they want to live, not have to live.
I have been providing financial advice for over 18 years, and specialise in providing fee for service strategic advice to private clients about superannuation including SMSFs, budgeting, cash flow management, tax-minimisation strategies, wealth creation and personal risk insurance.
Since entering the financial planning industry I have spoken to numerous groups on current financial markets as well as investment and financial planning strategies to create long term wealth.
I was previously awarded the FPA Certified Financial Planner - Professional of the year Award for Tasmania and have been a judge for the National FPA Certified Financial Planner - Professional of the year award. I have achieved the prestigious AFR Smart Investor Masterclass for Financial Planning, ranked in the top 10 financial advisers from around Australia.
I have regularly spoken on both morning and afternoon local radio about local and international investment markets, and have written many articles for both the local media and industry publications with regard to current financial issues.
Outside of work, I am actively involved in my local community, and am usually found on a sport ground somewhere on the weekend. I love golf and watching any of my three kids participate in one of their numerous extra curricular activities. I also am passionate about local football (AFL), being the Vice President of my local junior club, an active umpire as well as co-hosting a local footy podcast about our great game here in Tassie.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 5
- First year providing advice 2008
- Years of experience 16
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
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Language spoken
- English
Findex Advice Services Pty Ltd
62 Paterson StreetLaunceston, TAS 7250
Opening hours
- 8:30am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Findex Advice Services Pty Ltd
AFSL 243253