I’ve been in the financial services profession since 1983, and am a Certified Financial Planner with a Diploma in Financial Planning.

Having specialised in retirement planning and built a strong, loyal portfolio of clients over many years, I’m extremely committed to providing quality ongoing service to my clients.

As I’m nearing retirement, I’ve decided not to take on any new clients. However, should someone be referred to me, I’ll arrange for one of my experienced colleagues to meet with them.

I intend to spend my final few years doing the absolute best for my clients, in preparation for their transition to a younger Goldsborough adviser. I know they’ll be in good hands.

At this stage, I’ll remain a director and shareholder of Goldsborough, and so won’t disappear from the scene entirely when I cease advising.

I’ve loved my 37 years so far as a financial planner, and am very proud of the business we’ve built and the people we’ve helped.