I have been working as a Financial Adviser since 2002, and my association as a self-employed business owner and Authorised Representative of Infocus Money Management originated in July 2008.
With a background in the banking and finance industry, I have worked with some of the biggest and most established financial institutions in Australia, including Merrill Lynch, UBS, Macquarie Bank and NAB.
My commitment to quality financial advice goes beyond dollars and cents. My structured and disciplined approach to providing advice will simplify your life, give you peace of mind and set a clear path to reach your full potential.
As an advocate of the financial planning industry, my personal objective is to see all those seeking financial advice have the ability to live their ideal lifestyle without financial concern.
How we help:
• Expert and efficient advice when you need it
• Stress-free solutions to progress on your finances to meet your financial potential
• Accredited Aged Care Advisor to help you plan your finances when transitioning to Aged Care
• Help you plan to maximise your Age Pension Entitlements
Benefit of working with us:
• Relief knowing you have a plan in place
• Peace of mind that you are making the right choices
• Saving time by not having to figure this out on your own
• Feel supported knowing we are protecting you and your family's lifestyle for the rest of your life
• Fulfillment knowing you can make a difference financially to your family and any charitable interests you support
• Success at being in control of your finances; and
• A 100% Money Back Guarantee if you are not satisfied with our advice
► Call me today and let’s chat about how I can help.