I am passionate, driven and dedicated to get to know your Vision and Goals, Your Situation and Co-create a PLAN for your Dream Life.
You can Achieve this by:
1. Start doing what's necessary: Planning, Building and Protecting
2. Do what is possible: Saving, investing, and taking advantage of opportunities and benefits.
3. Suddenly enjoying what you thought was impossible: Reducing and managing debt, achieving a work life balance, transitioning from work to retirement and enjoy retirement.
I have over 25 years of experience in the financial services industry with concrete technical knowledge, education and application.
I offer expertise in: Superannuation, Retirement, Investments, Personal risk, Aged Care and Social Security.
It’s not too late to start or too early to plan.
Expertise
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 1
- First year providing advice 2014
- Years of experience 11
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Highest qualification
- Bachelor of Business (Applied Economics)
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Language spoken
- English
KGB Financial Planning
2-8 Lake StCaroline Springs, VIC 3023
Meeting methods
- In person
- Phone
- Video call
Licensed by
Count Financial Limited
AFSL 227232