I’m an accounting professional, entrepreneur and advisor, with more than 20 years of experience helping individuals improve their financial position, from helping clients protect assets and leave a legacy for their families, to providing growth strategies for businesses.

The clients I serve include: high-net-worth professionals, investors and business owners, services businesses, small to medium enterprises (SMEs), and self-managed super funds (SMSFs).

I enjoy making a difference to the lives and livelihoods of my clients by finding solutions to address life’s key milestones.. This includes developing strategies for: personal and business asset protection, succession planning, divorce and deceased estates. I also support business owners to kickstart and build their growth through business planning and restructuring, budgeting and cashflow forecasting.

During my career I’ve gained experience in residential and commercial lending, property development and share investing and trading. I pride myself on offering realistic and pragmatic solutions, stemming from my own time ‘walking in the shoes’ of my clients.

Outside of work, I enjoy snowboarding, golf, great food and red wine, especially anything from the Barossa Valley and Heathcote.