I am a proud Partner at TAG Financial Services and have been with TAG since the firm’s commencement. Leading the Investment Advisory and Wealth division, I explore financial planning, tax strategies, estate planning and superannuation strategies to maximise TAG’s clients’ chances of achieving financial success in whatever they do.
I am proud to be part of a comprehensive financial services group, where I work closely with clients on strategic planning that aligns with what matters most to them, empowering them to achieve their goals and maximise their financial journey.
My approach integrates:
- financial planning
- tax strategies
- estate planning
- optimised superannuation opportunities
You will also find me regularly participating in financial media and local business group presentations, which has allowed me to stay deeply engaged with current market trends, communicate complex financial insights effectively, and build a strong network within the industry.
On a more personal note, I really enjoy travel and sharing my passion as an example of what can be done with focus and making the important things to you a priority - I like to think I inspire them to JUST GO AND DO IT - and make the things that are important to them come alive!
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchThere is no smoke and mirrors when it comes to our fees. We will quote you before we do any work for you, so you are in control of the next steps and your options along the way. Transparency and making sure we are providing VALUE is our ethos.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 1
- First year providing advice 2003
- Years of experience 21
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Highest qualification
- Bachelor of Business (Accounting)
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Language spoken
- English
TAG Financial Services
17 Station StMalvern, VIC 3144
Opening hours
- 8:00am – 5:30pm Monday – Wednesday, Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
TAG Financial Services
AFSL 415632