As a Wealth professional, I love working on strategies with clients and families in particular, so they make the most of their finances and thrive: to enjoy happier, more meaningful and financially secure lives. I enjoy working with Self Managed Super Funds and Family Trusts but I offer an holistic advice service on every area of financial planning including SMSF exit strategies. I look for like minded Accountants, Lawyers & Mortgage Brokers who want the best professional advice. I enjoy breaking down industry jargon to plain English for clients so they take back control.With 29 years experience in Financial Services, I have worked in Ireland, UK & Middle East before moving to Australia in 2001. My experience and knowledge comes from working in banking, insurance, accounting & financial planning firms before starting my own business in 2006.I advise a range of clients via offices in Castle Hill & Windsor and by appointment in the Sydney CBD. I specialise in financial coaching for pre-retirees, SMSF Trustees and those with Family Trusts, developing strategies to maximise use of the tax and superannuation systems to your advantage. Other strengths are in pre-retirement planning and estate planning. In 2017 I was included in Barron’s Top 50 Financial Advisers in Australia.In the SMSF Adviser & Accounting Awards 2017 and 2018 I was awarded:-Winner - SMSF Adviser and Accounting Professional (NSW) 2017-Best of the best SMSF Adviser Excellence Award (NSW)-SMSF Adviser of the Year (NSW) 2018SMSF Association’s CEO Award in 2018Member of the FPA, Board Director & SMSF Specialist Advisor™ (SSA) with the SMSF Association.My company is a Corporate Authorised Representative of Viridian Select Pty Ltd: Advice: Retirement Planning;Self Managed Super Funds;Family Trusts & Testamentary Trusts;Debt management;Succession Planning;Superannuation; Direct Equities; Insurances; Estate planning Coaching:SMSF TrusteesFamily wealth transferPre-Retirement Planning