My career spans more than three decades in the Australian financial services industry, first working as a financial markets trader and portfolio manager, before moving to the financial planning arena in 2007 and commencing as a practicing adviser in 2013. I have a Bachelor of Commerce with a Finance major, and an Advanced Diploma in Financial Planning. I was one of the initial advisers to successfully complete the national adviser examination in 2019.
Client interviews are conducted in a relaxed, conversational style and draw upon my broad commercial and life experience to effectively interact with clients of all ages, cultures, and walks of life. I want to get to know you and what is important to you and your family.
Having a thorough understanding of all aspects of each of my clients’ circumstances is of paramount importance, as this helps to facilitate the provision of financial advice, which is appropriate, effective, and personalised.
Gardener Financial Planning is a privately owned practice that was established to help our clients better understand their financial position, and the options and strategies available to help them to achieve their financial and lifestyle goals.
We provide a comprehensive advice service that is tailored to each client’s specific circumstances.
For clients who require regular reviews of their situation, or who are undergoing changes in their situation which could benefit from a multi‐phase approach, we have an ongoing advice service available, or alternatively, advice can also be provided on an ad‐hoc one‐off basis.
As advice implementation can sometimes be onerous and complicated, we offer an implementation service to ensure the advice is implemented efficiently and correctly, while relieving our clients of the burden involved.
Our aim is to educate, guide and assist our clients in their journey to a better future.
Expertise
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 13
- First year providing advice 2013
- Years of experience 11
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Highest qualification
- Bachelor of Commerce (Finance)
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Language spoken
- English
Gardener Financial Planning
Level 1, Highpoint Plaza, 240 Waterworks RdAshgrove, QLD 4060
Meeting methods
- In person
- Phone
- Video call
Licensed by
Interprac Securities
AFSL 246638