I have been providing personalised advice to clients for over 20 years. I am a Certified Financial PlannerĀ® professional with the Financial Planning Association of Australia (FPA) and hold a Diploma in Financial Planning from Deakin University.
Extensive experience working for the Australian Taxation Office (ATO) and Centrelink enables me to formulate pre-retirement and retirement strategies that look to maximise Centrelink entitlements and minimise personal taxes and any potential estate taxes.
As an Authorised Representative of RetireInvest, I am able to assist clients in the area of:
Tax-effective investment strategies
Superannuation strategies
Retirement planning
Centrelink entitlements
Estate planning
We are backed by a team of leading research analysts and clients have access to a range of leading Australian and International fund managers as well as listed investments.
I am committed to building long-term relationships with clients by providing them with appropriate professional advice and personal ongoing service.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 59
- First year providing advice 2000
- Years of experience 24
-
Highest qualification
- Certified Financial Planner (CFP)
-
Language spoken
- English
Retireinvest Northern Rivers
Level 1, 106 Molesworth StLismore, NSW 2480
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
RetireInvest
AFSL 238429