I advice affluent individuals and families to protect & grow their wealth.
Focus Areas of Advice - Retirement Planning, Investment Management, Portfolio Construction, Personal Injury Settlements and Managing Estates.
I have been in the financial services industry for over ten years and I am a Financial Planner AFP® member of the FAAA.
I also hold a Masters Degree in Financial Planning along with a Bachelors Degree in Applied Finance and Economics.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Our fees are based on a cost to serve model (i.e fee for service). All fees charged are tailored to each and every client to represent their unique position.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 11
- First year providing advice 2018
- Years of experience 7
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Perpetual Limited
2 The EsplanadePerth, WA 6000 Angel Place, Level 18, 123 Pitt Street
Sydney, NSW 2000

Opening hours
- 8:30am – 5:00pm Monday – Friday
Licensed by
Perpetual Limited
AFSL 236643
