I am the Managing Director of Bountiful Wealth and a Senior Financial Planner with more than three decades of experience in financial services. I commenced my financial planning career in 1995 and has held senior leadership positions with Suncorp and UBS Global Asset Management, providing advice to industry super funds, research houses, boards, executives and financial advisers across the Asia Pacific region.
I am passionate about helping clients make informed financial decisions with confidence. I specialises in simplifying complex financial matters, creating practical strategies, and building long-term relationships based on trust, transparency and results. My experience spans wealth creation, retirement planning, investment management, insurance and strategic financial advice.
Under my leadership, Bountiful Wealth has grown into an award-winning advice practice recognised for its commitment to exceptional client outcomes. I am a member of the Financial Advice Association Australia (FAAA), a Top of the Table member of the Million Dollar Round Table (MDRT), and have been recognised through multiple industry awards for excellence in financial advice.
My mission is simple: to help clients build, protect and enjoy their wealth while taking the stress out of financial decision-making.
