I provide thorough advice to ensure clients make sound financial decisions. I provide all levels of advice to retail and business clients from wealth accumulation through to retirement, including those clients with complex situations. An advocate of financial literacy and educating clients I have worked in financial planning since 1999 after spending six years as an accountant in tax and business services. I hold the internationally recognised Certified Financial Planner™ qualification, have completed a Diploma of Financial Planning, a Bachelor of Arts, and an Associate Diploma of Business. I also have specialist qualifications in Self Managed Superannuation Funds and Direct Equities. Having worked with SMSF clients for over 20 years, both as an accountant and now as a financial planner, I understand the requirements and needs of trustees and importantly how our services can enhance a SMSF. With superannuation and SMSF legislation constantly changing it is imperative for trustees to work with specialists in this area.