Summary

What drives me as a Financial Adviser is understanding what my clients really value in life. Our values give us our “true north” and I often find there is a mismatch between what we value and where our finances are pointing. My mission is to align my client’s finances with what they value. I enjoy dealing with clients from all walks of life including: • The young couple making their way in life • The business owners • The mums and dads looking maximise their wealth • SMSF trustees • Pre-retirees and retirees

Focus Areas

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

Education

Bachelor Degree in Business (Maj in Finance)