Why I do what I do:
I’m passionate about helping clients achieve financial freedom in retirement. I thrive on problem-solving, love seeing the real-world impact of successful strategic advice on my clients’ lives.
How I support clients and their business:
As Superannuation Associate Principal, I offer tailored guidance for clients transitioning to retirement, estate planning, and SMSF lending arrangements. I support with superannuation legislation, taxation, and compliance decisions, and offer counsel on investment purchases, super strategies, contributions, tax minimisation, and pensions – all with clarity and care.
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I am passionate about our community and I give back by:
I’m proud to serve as a director on the Geelong Chamber of Commerce. Contributing to our local business community reflects my commitment to fostering sustainable success, beyond the numbers.
Leading the financial team by:
As the Principal leading the SMSF team, I have developed a diverse range of skills. I can assist clients with achieving key financial objectives in areas such as superannuation, investments, retirement planning and insurance.
A bit more about me:
Away from the office, you’ll find me immersed with family, friendships, health and outdoors. Stand-up paddle boarding in summer and skiing and mountain biking in winter keep me grounded and energised.
