I have been in the finance industry for over 30 years, holding senior management positions in general and personal insurance, superannuation and investment sectors. Prior to joining PSK, I owned and managed a financial planning practice for several years.
As a Financial Adviser, I am passionate about helping my clients achieve their financial objectives and lifestyle goals. I specialise in providing high-quality financial advice across a wide range of areas, including self-managed superannuation funds (SMSFs) and wealth creation and protection strategies.
My goal is to help find the balance between maximising net worth and improving my clients’ lifestyles. While there can be an ideal plan to save and build wealth for the future, there is also a need to balance and compromises between that goal and being able to enjoy a good lifestyle.
Understanding your options and making sound financial decisions will give you comfort and peace of mind that comes with being organised, under control and on track to achieve the lifestyle you aspire to. My clients like to know that financially “things are going to be okay”.