Summary

Having joined the Private Wealth Partners team last year and starting my own business has been both challenging and incredibly rewarding, even after 15 years working across various roles in finance from investment banking, retail banking to financial planning. I specialize in providing holistic and strategic advice to professionals and business owners, as well as family offices with complex financial and structural affairs. This often involves advice and guidance surrounding cash flow and debt management, asset protection, investments and wealth accumulation, property, superannuation and retirement planning, estate planning as well as family protection.

Focus Areas

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

Education

DFP - Diploma of Financial Planning

GradDipFinPlan, AChFP, Dip FS (FP)