With over a decade of experience in the finance planning space, I take great pride in helping people plan for and protect their financial futures. My time is best spent walking my clients through the various options available to them, assess the merits of each scenario and define the optimum strategy to create the lifestyle that they have worked so hard for.
I have extensive experience in providing holistic personalised advice to my clients on issues such as superannuation, retirement planning, investment and portfolio construction, taxation planning, personal insurance, Centrelink and Aged Care.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
- Adviser status Silver
- First year providing advice 2016
- Years of experience 8
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Highest qualifications
- Bachelor of Applied Finance
- Bachelor of Management (Human Resource Management)
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Language spoken
- English
Host-Plus Pty Ltd
48-50 Smith StDarwin City, NT 0800
Opening hours
- 9:00am – 5:00pm Tuesday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Industry Fund Services Ltd
AFSL 232514