About us


With over 40 years experience in financial planning, I would be pleased to help you with any aspect of your investment requirements. My aim is to help you reach your financial goals. We specialise in Self Managed Superannuation Funds..

We specialise in

  • Retirement planning
  • Financial planning
  • Banking solutions
  • Investment planning
  • Superannuation
  • Wealth management
  • Debt management
  • Wealth protection

General advice we provide

  • Small business advice
  • Estate planning

Office Staff

  • Anne Davies - Paraplanner
  • Amie Chami - Practice Manager
  • Cameron Holmes - Business Services Officer

Financial Services and Credit Guide/ Financial Services Guide

Download file



This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.