Summary

Prior to coming into financial planning I worked for the Department of Social Security here in Wollongong and at Warilla ( now Shellharbour), I spent 22 years with the Department of Social Security being a former Regional Manager. I have been working as a financial adviser specialising in Retirement planning and Aged Care Planning for more than 30 years. I am a Licensed Financial Adviser and Accredited Age Care Planning Advice. I have a wealth of experience that can help people make the best out of the retirement and get the best outcome when aged care planning is needed.

Focus Areas

• Estate Planning
• Pro Bono Advice
• Retirement Planning
• Superannuation
• Wealth Management

Education

ADFP - Advanced Diploma of Financial Planning

Dip FP ADFP