I have worked in financial services for more than 28 years, gaining experience in Hong Kong, China and Australia.
My goal is to educate a wide variety of clients on how strategic financial planning can help them achieve their lifestyle goals.
In 2013 I was awarded the winner of the “Outstanding New Wealth/Investment Adviser” category, as chosen by the Australian Private Banking and Wealth Awards. Winning this award is testament to my passion and drive to deliver the very best outcomes for my clients.
Our leading team of Executive Financial Advisers can provide comprehensive and limited advice, together with access to leading equities research, wrap platforms and discretionary private portfolios.