Traditional share broking , shares estate management and sale of holdings, Self managed super fund and international shares.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Brokerage on share transactions
At a glance
- Adviser status Silver
- First year providing advice 1990
- Years of experience 34
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Highest qualifications
- Accredited Derivatives Adviser Level 2
- Margin Lending and Geared Investments
- ASIC PS146 Compliance (Financial Planning and Superannuation)
- SDIA Accreditation Program Assessment
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Language spoken
- English
Bell Potter Securities Ltd
6-12 Bottlebrush ave, 5-7 Birtwill StNoosa Heads, QLD 4567
Meeting methods
- In person
- Phone
Licensed by
Bell Potter Securities Ltd
AFSL 243480