Qualifications

  • Master of Taxation & Financial Planning (UNSW)
  • Graduate Diploma of Legal Practice (College of Law)
  • Bachelor of Laws (UQ)
  • Bachelor of Economics (UQ)
  • Master of Philosophy (c) (WSU) – thesis: insurance medicine and endometriosis

Experience

  • Been in financial services since 2001
  • Been a financial adviser since 2007

    Key person protection

    Ownership protection

    Employee protection

    Working with our planners

    Engagement process

    Cashflow management

    Debt management

    Wealth management

    Personal risk management

    Retirement readiness

    Estate planning

    Our Philosophy

    Our History

    Our Solutions

    Community

    Awards