Business Profile

With 30+ years of experience in the Finance and Insurance Industry backed by the great product offering from Yellow Brick Road, I offer my clients a holistic approach to achieving their Financial Goals.

I have resided in the local area for most of my life and I love the vibrant beach suburbs lifestyle with great Dining, Entertainment, Parks and some of the best Australian Beaches at our doorstep.

I’m an avid property investor myself, a qualified IPA Accountant, Registered Tax Agent, an accredited SMSF Specialist and hold a Masters in Commerce (Public Accounting) majoring in Financial Planning.

I can help with:

  • Home Loans
  • Investment Property Loans
  • Loans for the self-employed
  • Business Finance
  • Commercial Loans