I've been providing financial advice since 2019 and have spent the past seven years with BG Private.
My journey in financial services began during the peak of the Global Financial Crisis, working with an industry super fund to support members through uncertain times. I later joined one of Australia’s Big Four banks as a Financial Advisor, gaining valuable experience in regional Victoria before returning to Melbourne.
Over the years, I’ve been fortunate to hold a variety of roles that have broadened my expertise across the full spectrum of financial advice—from helping young professionals starting their careers to supporting individuals transitioning into Aged Care. While I work with a diverse range of clients, the majority are pre-retirees and retirees, where my knowledge of SMSFs and Centrelink strategies often comes into play.
At the heart of my approach is a genuine commitment to understanding your unique situation. I take the time to listen, provide clarity, and help you move forward with confidence.
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 4
- First year providing advice 2010
- Years of experience 15
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
BG Private
Level 1, 801 Glenferrie RdHawthorn, VIC 3122
Opening hours
- 9:00am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Bg Wealth Management Pty Ltd
AFSL 496348