Summary

My responsibility as a Financial Advisor involves working closely with clients to produce high quality tailored advice.

My areas of expertise include:

-@mdash; Wealth creation and accumulation strategies
-@mdash; Superannuation and retirement planning
-@mdash; Intergenerational wealth management
-@mdash; Bespoke portfolio construction and management

My industry specialisations include:

-@mdash; High net worth individuals and family groups
-@mdash; Not for profit and corporate investment solutions
-@mdash; Self funded retirees