I joined Best Life Financial Planning in 2017 after working with Mark Agnew at Commonwealth Financial Planning for five years.
My focus when working with clients is to understand their entire holistic situation, and help them to articulate and achieve their financial and personal goals. My approach is to create an open, supportive environment where questions are encouraged.
I'm married with three young kids. I enjoy spending time with them in after school, tending our home veggie garden, skateboarding with the kids, playing guitar, and video games.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 3
- First year providing advice 2014
- Years of experience 10
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Highest qualification
- Bachelor of Business (Financial Planning)
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Language spoken
- English
Tca Financial Planners Pty Ltd
Suite 30, 120 Bloomfield StreetCleveland, QLD 4163
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Infocus Securities Australia Pty Ltd
AFSL 236523