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Qualifications and Experience

My journey into financial planning began many years ago as an investment analyst with National Australia Bank Financial Management. I produced daily market commentaries for NAB publications, and this became a great grounding for my venture into financial planning. I have held senior management roles within financial planning operations for a number of large accounting practices and have specialist skills across many fields, including Retirement Planning, Superannuation, Investment Strategies and Wealth Creation to name a few.

I have also held senior roles with a variety of leading companies including AMP, Norwich Union, Bank of Melbourne and Westpac.

I am currently one of a select few financial planners that are Fellows of the Financial Services Institute of Australasia (FINSIA) and was chosen to be an active mentor to other financial planners within the industry.

I hold a Masters of Applied Finance, am a Certified Financial Planner and Life Risk Specialist with the Financial Advice Association of Australia. I also hold a Graduate Diploma in Financial Planning. I am a member of the SMSF Association and specialise in Self Managed Super Funds.

I look forward to assisting you with your financial planning needs.

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Click below to view my details on MoneySmart FAR and Adviser Ratings: 

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