I am Director of Expert Pensions Advice Australia Pty Ltd, trading as The UK Pension Experts, and have been providing financial advice since 1995. Having advised clients in the United Kingdom before relocating to Australia in 2018, I bring over 30 years of experience helping individuals make informed financial decisions across two highly regulated advice markets.
My practice specialises in assisting British expatriates, returning Australians and internationally mobile clients with the complexities of UK pensions, Australian superannuation and cross-border retirement planning. Whether you are considering transferring a UK pension to Australia, understanding your retirement options or planning for tax-efficient retirement income, my focus is on providing clear, practical advice tailored to your circumstances.
I hold professional financial planning qualifications in both the United Kingdom and Australia, including Certified Financial Planner® (UK), Certified Financial Planner® (Australia), a Master of Financial Planning, Graduate Diploma of Financial Planning, and the CISI Level 6 Diploma of Financial Planning and Pension Transfer qualifications. I am also an SMSF Association Specialist and hold the SMSF Specialist Advisor (SSA®) designation. These qualifications enable me to advise clients on complex retirement planning matters with confidence and technical expertise.
Unlike many advisers who may only encounter UK pension matters occasionally, my practice is dedicated to helping clients navigate the unique challenges of UK pensions in Australia. This specialist focus allows me to provide advice on a broad range of pension arrangements, including Defined Benefit (Final Salary) pensions, Defined Contribution schemes, Self-Invested Personal Pensions (SIPPs) and wider retirement planning strategies.
I believe financial advice should be clear, transparent and easy to understand. My aim is to simplify complex pension and retirement issues so clients can make informed decisions with confidence, knowing their long-term financial interests remain the priority.
Expert Pensions Advice Australia Pty Ltd is an Authorised Representative of TWD Licensee Services Pty Ltd (AFSL 475964). Our UK associated business, Expert Pensions Advice LLP, is authorised and regulated by the UK Financial Conduct Authority (FCA), enabling us to provide specialist support for clients with UK pension arrangements.
If you are planning a move to Australia, have already relocated, or simply want to understand your UK pension options, I would welcome the opportunity to discuss how we can help you achieve your retirement goals.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 21
- First year providing advice 2018
- Years of experience 8
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
The UK Pension Experts
Level 4, 40 Kings Park RdWest Perth, WA 6005
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
The Wealth Designers
AFSL 475964