At My Financial Planner Pty Ltd, we’re more than just financial advisers – we’re your dedicated partners in building the future you’ve always dreamed of. As an Authorised Representative of Capstone Financial Planning, we proudly stand independent from banks and fund managers, giving us the freedom to focus entirely on your needs and aspirations.
With over 20 years of experience as a Senior Financial Planner and 5 years as a Tax Accountant, I bring a unique combination of expertise as a Certified Financial Planner and Certified Practising Accountant. We specialize in making financial advice simple, clear, and effective, ensuring you achieve the outcomes that matter most.
Our Client Value Proposition is simple: we provide professional advice that is not only easy to understand but also delivers real, measurable results. Whether it's helping you define your goals or transforming them into a practical plan, we’re here to ensure you stay on track and turn your dreams into reality.
Services we offer include:
Retirement Planning
Superannuation
Life & Income Protection Insurance
Strategic Investment & Asset Allocation
Budgeting & Cash Flow Management
Salary Packaging
Estate Planning
Centrelink & Aged Care Advice
Ongoing Advice & Regular Portfolio Reviews
We understand that life changes, and so do your goals. That’s why our tailored review service is designed to help you adapt to life’s shifts and keep you headed in the right direction. At My Financial Planner, we don’t just help you plan—we help you succeed.
Are you ready to take control of your financial future? Let’s talk about how we can make your goals a reality.
Expertise
My fees
For information about our fees, please refer to our Adviser Profile linked to our website below.
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 2
- First year providing advice 2000
- Years of experience 25
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Highest qualifications
- Certified Financial Planner (CFP)
- Certified Practicing Accountant (CPA)
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Languages spoken
- English
- Italian
My Financial Planner Pty Ltd
9 Keilor RoadEssendon, VIC 3040

Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Capstone Financial Planning Pty Ltd
AFSL 223135
