I have been a financial planner for over 28 years and my passion is helping people understand how good financial advice can make their lives more enjoyable and less stressful.
My specialty is pre-retirement and retirement planning, with an emphasis on affordability, simplicity and helping people achieve their retirement goals.
I have found we often don't know what we don't know, which can lead to poor decisions and bad outcomes. I get a lot of satisfaction out of helping clients feel comfortable that they have put in place everything they need so that they don't have to worry about money.
I love travel, reading books and bushwalking. Whatever your interests, I'd be happy to help you focus on those things in your retirement years.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 1
- First year providing advice 1990
- Years of experience 34
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Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
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Language spoken
- English
Aware Super Services
199-201 Hunter StNewcastle, NSW 2300
Licensed by
Aware Financial Services Australia Limited
AFSL 238430