Simply put, I’ll help you understand your money so you can use it how you see fit. I find the best way to do this is to focus on what makes you happy, which in most cases, has nothing to do with money at all. From there, it’s relatively intuitive; map out your big-picture lifestyle or financial objectives, discuss potential options to get there & work together regularly to conquer any steps or hurdles you encounter.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touch
At a glance
- Adviser status Gold
- First year providing advice 2006
- Years of experience 18
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Highest qualification
- Bachelor of Finance
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Language spoken
- English
Finspective
7, 110 Geelong RdTorquay, VIC 3228 Suite 9, 356 Collins St
Melbourne, VIC 3000 97 Mair St E
Ballarat East, VIC 3350
Opening hours
- 8:00am – 6:00pm Monday – Friday
Licensed by
Consultum Financial Advisers Pty Ltd
AFSL 230323