- Certified Financial Planner CFP®
- Certified Responsible Investment Financial Adviser
- Advanced Diploma of Financial Services (FP)
- Master of International Studies
- Graduate Diploma in Commerce
- Bachelor of Management
Based in Adelaide, South Australia, I am a proud and active member of the Ethical Advisers Co-op, Responsible Investment Association Australasia and Financial Planning Association as a Certified Financial Planner (CFP®). While in this role, I continue my long history of social activism; nowadays, I actively lobby fund managers and companies to be more responsible.
I take a holistic approach, helping plan your retirement, manage your investments and superannuation, protect your wealth with insurance and Estate Planning and assist wherever you have a need. I am passionate about building a better tomorrow and believe we can do this by choosing where our money is invested.
If you’d like to learn more, please get in contact, make an appointment and we can meet in person at my offices in Kent Town, Adelaide or virtually over Zoom, Skype, phone or any other platform you’d like!