I am truly passionate about educating people on financial matters, as this empowers them to achieve financial comfort. With change constant, I am there for my clients, helping them through whatever financial obstacle is presented. My background combines a solid retail banking career with a long history of providing individual, tailored and personal advice to clients from various backgrounds, socio-economic situations and life stages.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 9
- First year providing advice 2006
- Years of experience 18
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Highest qualification
- Master of Applied Finance (Financial Planning)
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Language spoken
- English
Ridgeline Wealth Solutions
151 Union RdSurrey Hills, VIC 3127
Opening hours
- 9:00am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Capstone Financial Planning Pty Ltd
AFSL 223135