I have overĀ 15 years experience as a Financial Adviser and over 19 years experience in the Financial Services Industry and I am a current member of the Association of Financial Advisers (AFA). I enjoy the challenges of developing financial strategies that assist people take control of their financial future. Whilst I deal with a wide range of clients across many age groups and stages in life, I specialise in providing advice to accumulator clients (up to the age of 67), providing these clients with tailored strategies for cash flow management, growing their assets and protecting their families through insurance advice. I pride myself on developing excellent working relationships with my clients and I like to break down the often confusing jargon used in the financial industry, by explaining it in a way that is easier to understand. Whilst not working, I enjoy jogging, cycling, watching my local/AFL footy teams and spending time with friends and family.
Expertise
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 2
- First year providing advice 2006
- Years of experience 18
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
ALA Partners
41York StreetLaunceston, TAS 7250
Opening hours
- 8:30am – 5:00pm Monday – Friday
Licensed by
Fortnum Private Wealth Ltd
AFSL 357306