I am an experienced Financial Planner and Business Owner with over 27 years of international business experience working within the financial services industry, concentrated in the United Kingdom and Australia.
I am Skilled in Business Management/Risk management with expertise is business continuity planning strategies, asset protection, and business interruption strategies including but not limited to appropriate advice and implementation.
I provide strategic Insurance solutions for both the Business and personal entities and realistic retirement Planning and Portfolio Management for pre-retiree's and for those currently in retirement.
I am qualified to provide advice to those who have a SMSF or for those contemplating whether a SMSF could be the most appropriate Investment vehicle for retirement planning purposes.
UK Pension transfers is another complicated area of advice but one where many living in Australia, originating from the UK are looking for guidance and clarity around what options may be open to them and which ones may serve their needs the best.
I enjoy working with every client to establish their unique requirements while providing the best financial outcomes and strategies for each has been the key to my business success.
I have developed key relationships with suitable providers to the industry, ranging from financially stable insurers to competently qualified underwriters and back office support teams with a view to efficiently implementing all appropriate risk management strategies.
I Graduated from Ayr-Academy with further studies at Ayr College and Mentor in Sydney, Australia. I am a member of the AFA (Association of Financial Advisers) and the TPB (Tax Practitioners Board) in Australia. I am also Self -Managed Fund (SMSF) Accredited, and registered on the ASIC Financial Adviser Register. I take immense personal pride in having an impeccable history of success in identifying, understanding and managing the various processes in this highly specialised field. I am also FASEA qualified.