As a Financial Planner, I empower my clients to take control of their retirement with innovative, forward-thinking strategies. Specialising in aged care and lifestyle planning, I help you navigate the complexities of retirement with confidence. From ensuring your financial stability to helping you achieve personal goals, I’m committed to creating a retirement plan that reflects your unique vision for a vibrant future.

Helping high achieving professionals and small business owners by wrapping a financial plan around their entire bucket list or life list; converting their lifestyle goals into a financially viable reality.

- New business generation and servicing existing client base.- Developing referral relationships with centres of influence- Managing a team of four staff including mentoring a junior adviser.- Co-ordination and presentation of seminars.- Technical assistance, mentoring and management of support staff.

I received an excellent footing in the provision of comprehensive Retirement Advice by transitioning through a number roles within the business from Client Services Manager to Financial Planning Assistant, Financial Planning Manager, Associate Adviser and finally, Financial Planner.Financial Planning Matters provided me exposure to excellent business operations/management in addition to refining the following skills:- Client consultation.- Liaising with clients and business… Show more I received an excellent footing in the provision of comprehensive Retirement Advice by transitioning through a number roles within the business from Client Services Manager to Financial Planning Assistant, Financial Planning Manager, Associate Adviser and finally, Financial Planner.Financial Planning Matters provided me exposure to excellent business operations/management in addition to refining the following skills:- Client consultation.- Liaising with clients and business development managers.- Reviewing/Preparation of all strategic maps, cashflows and advice documents.- Product research.- Practice management in principal’s absence.- Overseeing continued development of Statement of Advice manual.- Technical assistance, training and management of staff.- Co-ordination and presentation of seminars on retirement planning issues, sponsored events and recruitment of trainees from local colleges.- Development and implementation of marketing campaigns. Show less