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
At a glance
- Adviser status Platinum
- First year providing advice 2012
- Years of experience 12
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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
Licensed by
Count Financial Limited
AFSL 227232