My goal as a financial planner is to take my clients on a journey that will see their financial knowledge and financial well-being significantly GROW. I do this by taking the time to listen to their GOALS and to fully understand their financial RESOURCES. I then work with my clients by discussing the most effective OPTIONS before advising them on their best WAY FORWARD, for both now and well beyond their working life.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
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Adviser status
Platinum
- First year providing advice 2012
- Years of experience 13
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Roberts & Morrow
137 Beardy StArmidale, NSW 2350

Opening hours
- 8:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Count Financial Limited
AFSL 227232
