My role is to provide strategic financial advice and assist my clients to navigate the financial world. My goal is to help them achieve long term financial security for them and their families.I have worked in financial advice industry since 1994. During this time I have been able to assist a number of clients including professionals, executives, small business owners, farmers & self funded retirees to reach their goals.I have also earned recognition a;- A Certified Financial Planner (CFP)- A SMSF Specialist Adviser- One of the Top 50 Financial Advisers in Australia 2018 by Barrons (and published in The Australian)- One of the AFR Smart Investor Magazine Masterclass Top 50 Financial Planners on 3 occasions (2013 - top 10, 2011 & 2008).Specialties: Advice on Superannuation, Self Managed Superannuation, Estate Planning, Succession Planning, Retirement Planning & Tax Structuring.
Listed skills include Retirement Planning, Superannuation, Estate Planning, Financial Advisory, and 19 others.