Aged Care Specialist
Self Managed Super Fund Specialist
I am accredited by the Institute of Chartered Accountants as a Chartered Accountant Financial Planning Specialist. I specialise in Self Managed Superannuation (DIY) Funds, direct share investments, retirement planning, Centrelink Age Pensions as well as aged care.
In my “spare time” I co-authored a book about aged care in Australia, how to go about entering a hostel or a nursing home and the financial issues people should be aware of. Details of this easy to read book can be found at www.nursinghomebook.com.au.
“Through out my career, the defining characteristic of my service offer has been to put my clients first.”
- Master of Business Administration
- Fellow of the Institute of Chartered Accountants in Australia
- Member of Financial Planning Chapter of the Institute of Chartered Accountants in Australia
- Registered Tax Agent