Overview
I have been working as a financial planner since 2006. After witnessing firsthand how quality financial planning helped my own parents secure a comfortable retirement, I became passionate about ensuring that others can also achieve financial security.
I truly believe in the value that financial advice can offer everyone, which is why I am committed to making a positive difference in client’s lives by guiding, coaching and empowering them on their own paths.
Outside work, I enjoy swimming, riding, running, and spending time with his wife and children.
Qualifications
I am a Certified Financial Planner® who also holds a Master of Applied Finance, Diploma of Financial Planning, Advanced Diploma of Business Management.
I am FASEA accredited and meets the competency requirements under ASIC’s Regulatory Guide RG 146.
Professional Memberships
I am a member of Financial Planning Association (FPA) and abides by their code of professional conduct and ethics.
Expertise
My fees
At a glance
- Adviser status Gold
- First year providing advice 2006
- Years of experience 18
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Highest qualification
- Master of Applied Finance
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Language spoken
- English
Own Path Financial Planning
Level 2, 8-10 Flintoff StGreensborough, VIC 3088
Opening hours
- 8:00am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Capstone Financial Planning Pty Ltd
AFSL 223135