I aim to assist you to develop, decipher, and simplify goals you are looking to financially achieve. I will also help to understand and utilise some of the financial tools we have at our fingertips, and together understand and choose a solution we feel suits your needs. I am a Certified Financial Planner, I own our advice business, which ensures I have a vested interest to make sure we look after you and have experience beyond Financial Planning, which broadens perspective and brings a wealth of external knowledge to our solutions.
Expertise
At a glance
- Adviser status Gold
- First year providing advice 2008
- Years of experience 17
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Lighthouse Capital South West Pty Ltd
Suite 2, 4 Plaza StSouth Bunbury, WA 6230
Licensed by
Godfrey Pembroke Group Pty Ltd
AFSL 245451