Summary

I have been in the financial services industry since commencing my career with the SGIO Queensland now known as Suncorp since 1976. I stated my own company Sunsure Financial Planning P/L working with superannuation, investments and personal risk insurance covers including life, trauma and income protection. I hold the qualifications of the Advanced Diploma of Financial Planning and I have completed the Post Graduate Diploma in Financial Planning and the FASEA Adviser exam.

Focus Areas

• Estate Planning
• Income Protection
• Life Insurance
• Retirement Planning
• Superannuation
• Wealth Management

Education

ADFP - Advanced Diploma of Financial Planning

Advanced Diploma of Financial Planning and Post Graduate Diploma and FASEA Exam