Get to know the person behind the plan
LifeScope Wealth was founded on a simple belief: every Australian deserves financial advice that considers their whole life — not just their investments. Too often, financial planning focuses on one area while ignoring the bigger picture. We take a different approach.
Based in Melbourne, we service clients interstate and currently serve clients from all over Australia. We work with individuals, couples and families across every stage of life — from young professionals buying their first home to retirees navigating aged care. Our goal is to simplify the complex and help you feel genuinely confident about your money.
Director & Principal Adviser
With over 21 years in the financial services industry, I've had the privilege of helping hundreds of families take control of their financial lives.
My journey began in one of Australia's leading banks, where I was awarded the prestigious "Top Performing Planner" accolade three times — a recognition that reflects my commitment to delivering exceptional outcomes for my clients.
After 16 years focused exclusively on financial planning, I founded LifeScope Wealth to create the kind of practice I always believed in — one where advice is genuinely holistic, where clients aren't rushed, and where families feel welcome at the table.
I hold an MBA (Finance), BBA, and Advanced Diploma of Financial Services (ADFS), and I'm FASEA-qualified, SMSF accredited and Aged Care accredited. I'm passionate about making financial advice accessible and easy to understand — because the best plan in the world is useless if you don't understand it.
No jargon, no hidden fees, no surprises. We explain everything in plain English and ensure you understand every recommendation before we proceed.
Your super, insurance, loans, tax and estate plan all affect each other. We look at the whole picture so nothing falls through the cracks.
We don't sell products. We provide advice. If an existing arrangement is working well for you, we'll say so — even if it means less work for us.
Financial planning isn't a one-off transaction. We build lasting relationships, reviewing and adjusting your plan as life changes — so you always have someone in your corner.
Ready to discuss your financial goals? Book a free, no-obligation consultation and discover how holistic financial planning can work for you.
Book Your Free ConsultationPrefer to call? 0479 155 444 (after-hours available)
