Experience

Boomer Home Loans

• Australia
• Financial Services
• 1 - 100 Employee

• Senior Consultant

  • Nov 2021 - Present

  Boomer is an Australian-based fintech committed to providing fast, flexible home loan services for over 55s and launching in early 2022. Boomer is an Australian-based fintech committed to providing fast, flexible home loan services for over 55s and launching in early 2022.



Smooth Retirement Group

• Australia
• Financial Services
• 1 - 100 Employee

• Equity Release Adviser

  • May 2020 - Nov 2021

• Co-Creator and Director

  • Feb 2017 - Nov 2021

  Smooth Retirement specialises in providing home equity release solutions as part of a long-term retirement funding strategy.Our unique service is fully regulated and licensed to provide both (scoped) retirement income advice along with credit recommendations.Equity release is complex, and it can be very difficult to figure out how reverse mortgages and other types of products work, and which one is the right one for a client’s situation.We’ve created smart technology with the unique ability to accurately compare all the available equity release products so we can work out the best plan for our clients – every time.Our retirement income solutions are based on using all a client’s available sources of wealth, including the family home, to fund and improve their lifestyle.We create long-term plans (up to at least age 95) that are designed to maximise retirement income, including Age Pension, and allow clients to do more of the things they want to do, while remaining in their homes for as long as they choose.Smooth Retirement is committed to delivering a much better service to retirees and one that makes equity release more accessible and easily understood so they can enjoy a more secure and stress-free retirement.For more, please go to https://smoothretirement.com.au



Reverse Mortgage Specialists

• Financial Services

• Seniors Finance Specialist

  • 2014 - Nov 2021



Planning for Prosperity

• Australia
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Feb 2008 - May 2020



Seniors Monetary Solutions

• Adelaide

• Seniors Finance Specialist

  • 2006 - 2010



Merlea Investments

• North Adelaide

• Certified Financial Planner

  • 2004 - 2005



Executive Financial Services

• Gawler

• Certified Financial Planner

  • 1988 - 2004