I have been working in the Financial Services industry for close to 20 years specialising in Investment Portfolio Management, Wealth Accumulation, Retirement Planning and Superannuation. My ambition is to be at the forefront of my client’s personal and financial aspirations. Ensuring that I can continue to help them navigate their own journey with confidence and consistency. I am passionate about responsible and sustainable investing and strongly believe that this will become a normalised approach to wealth management in the years ahead. I work with individuals approaching retirement, professionals, small to medium business owners and not for profit organisations in achieving specified financial objectives.
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 2007
- Years of experience 17
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Highest qualifications
- Certified Financial Planner (CFP)
- Certified Financial Planner (CFP)
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Language spoken
- English
Astier
Ground Floor, 226 Greenhill RdEastwood, SA 5063
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Oreana Financial Services Pty Ltd
AFSL 482234