Yes. I am qualified, registered, and licensed to provide advice. Click here to confirm on the Financial Adviser Register

With over a decade of experience, I have given advice to many different types of people, including young people, mums and dads, retirees, well-known CEOs and even a Senior Federal Minister in finance.

Two things - personality and passion. Going to a finance professional can be boring, take time out of your day and can suck the life out of everything. I make the client experience as positive, educational and fun as possible. Rather a Prosecco over a coffee during our meeting? Same. We can do it.

No. Never. Never have and never will. I am licensed through Lifespan Financial Planning. This means I can give advice that is in your best interest, not the banks. Love the banks? No problem, we can still work with that.

Your initial 15 minute call is complimentary. If we work together, we can discuss the types of packages available. Please note your initial meeting of 90 minutes is $495 (inc GST) and if you proceed with personal advice it will be credited to your packaged advice.

Initial Advice: Depending on the advice, you may use your Super to fund the initial advice (most clients elect to do this where possible for cash flow), in most instances it is up to 50% of the package.

Ongoing Advice: If you proceed with an ongoing package, you can elect to fund this 100% from your Super, or personally if you wish (as this may provide you with a personal tax deduction).