I am a Director and Representative of Prime Time Advisory (PTA), ACN 125 456 984 Australian Financial Services Licensee and Australian Credit Licence 316972. I hold the internationally recognized Certified Financial Planner™ (CFP®) and have qualifications including a Bachelor of Commerce, a Diploma of Financial Planning and MFAA Approved Credit Adviser (SMSF Lending).
I am a current member of the Financial Advice Association Australia (FAAA). I joined Prime Time Advisory in 2001 after 14 years of experience principally in the banking and finance sector. I have a breadth of experience and extensive knowledge in Strategic Planning, Superannuation, Self-managed Superfunds (SMSF's), Wealth Creation, Wealth Protection (risk insurance), facilitated Estate Planning, Succession Planning, Residential, Commercial & Asset Finance Lending.
I have a very experienced team behind me in assisting to deliver meaningful and valuable outcomes to clients.
In any stage of your life or financial position, Prime Time Advisory can help you create a tailored financial strategy to help meet your current financial challenges and maximise your ongoing financial situation. We provide ongoing financial planning support guiding you in every step of your financial future so that you can be prepared for whatever happens in life.
Expertise
My fees
At a glance
- Adviser status Platinum
- First year providing advice 1999
- Years of experience 26
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Prime Time Advisory
Suite 5, 60-64 Railway RdBlackburn, VIC 3130
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Prime Time Advisory Pty Ltd (CANCELLED ABN)
AFSL 316972