I am an owner and Director of Navigate Financial Group with over 25 years experience providing financial advice and strategies to a wide range of individuals, families and businesses.
As a trusted adviser I am available to my clients to provide guidance and advice when they are making financial decisions. Additionally, I provide strategies that enable my clients to create and protect their wealth and ensure their financial well-being. My intent is to help clients live richly today whilst planning for their family’s future. I have been working with many clients for over 20 years and this has led to long term trusted relationships and friendships.
I am a Certified Financial Planner and Specialist Self-Managed Super Fund Adviser. I am a member of the Financial Planning Association of Australia (FPA), the Self Managed Superannuation Professionals Association of Australia (SPAA) and a Justice of the Peace. In 2006 I won the Financial Planning Association of Australia inaugural value of advice Wealth Accumulation award (NSW).
Outside of work I enjoy spending time with family and friends.
Put yourself on the path to financial success; speak to one of our expert adviser’s today to find out how we can help you.