Summary

My main interests in financial planning are Pre-Retirement and Retirement planning and Age Care advice. I’ve helped many people from all walks of life with their wealth protection and wealth creation; from doctors to partners of accounting firms to pre-retirees, educators and even young professionals.

Focus Areas

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

Education

Advanced Diploma of Financial Planning