After being named in the Financial Standard FS Power50 last year, I’m honoured to once again be in the running for 2026.
The FS Power50 recognises 50 of Australia’s most influential financial advisers, and it’s meaningful to be considered again – not just for the recognition itself, but to be shortlisted alongside so many people doing great things for our profession.
My mission
My mission at PlanningSolo is to provide people with independent financial advice through life’s big transitions: bereavement, divorce and retirement.
Going through any of these events can be intimidating, overwhelming, and even scary. But it can also be a chance to reconsider your life trajectory, set new goals and forge a new path. My goal is to be a safe harbour in the midst of the storm – offering calm reassurance, expert advice and guidance so you can emerge with confidence and purpose.
I’m also passionate about speaking to and educating other advisers on areas I care about, including the ethical considerations involved in supporting people through major life transitions. And through Challenge the Standard in Financial Advice, the podcast I co-host with Nathan Fradley, I’m part of ongoing conversations about how we can challenge long-held assumptions and continue to improve the financial advice profession.
How to vote
If you’d like to support me, I’d be grateful if you could cast your vote before voting closes on 3 September 2026.
Whether you’ve worked with me, listened to the podcast, heard me speak or simply followed along with PlanningSolo, thank you for being part of the journey. Your support means a great deal, and I’m excited to keep doing what I can to make financial advice better – both for people navigating life on their own and for the profession more broadly.
