Areas of specialisation

Aged care & retirement villages
Social security pensions
Family law property settlements
Defined benefit superannuation
Australian Defence Force members
Personal protection insurances
Superannuation
Investing
Retirement planning
Self-Managed Super Funds (SMSF)

Career profile

15 years’ experience in superannuation and financial planning

Expert panellist:

• Australian Financial Complaints Authority
• Financial Planning Association Conduct Review Commission

Volunteer director / panellist:

• Care Financial Counselling
• Woden Community Service
• Diabetes ACT
• Legal Aid ACT Review Committee
• University of Canberra Foundation

Professional qualifications

Master of Business (Financial Planning & Commercial Law)
Graduate Diploma of Applied Tax Law

Memberships and associations

Financial Planning Association of Australia