I am the Director and Senior Adviser of Navigate Wealth, an independently owned and licenced financial advisory practice based in Sydney. My clients are spread throughout the eastern seaboard of Australia and they are attracted to my practice for advice based on direct investments (direct shares, direct property and Self managed super funds).
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
I am flexible with regards to preferred fee payment method. I tailor a fee package to suit my individual client's needs based on time and complexity.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 6
- First year providing advice 2005
- Years of experience 20
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Navigate Wealth Pty Ltd
Suite 1501, Level 15, 109 Pitt StSydney, NSW 2000
Opening hours
- 7:00am – 7:00pm Monday – Friday
- 8:00am – 12:00pm Saturday
Licensed by
Navigate Wealth Pty Ltd
AFSL 332417