As a Certified Financial Planner, my aim is to make strong, long-term relationships with people by listening and understanding their situations, then assisting to put them on a path to living their life the way they always pictured it.

I particularly enjoy working with enthusiastic professionals who may have been recently promoted or changed roles, people who are currently or considering moving or building a home, and people who are currently considering retiring or winding back work as they build towards retirement.

I am available to conduct group education sessions on a variety of topics, at our office or your workplace, including 'Common Sense Investing' and '5 Steps to Financial Freedom'.

I work from Income Solutions new purpose build 'Wealth Creation Centre' at 19 Rooney St, Richmond (short walk from Burnley Station).

Specialties:
Financial Planning, Investments, Tax-effective Income, Personal Insurance, Superannuation, Estate Planning & sensible Debt Planning, Education Sessions