With over 20 years experience in providing financial advice, specialising in pre and post retirement financial advice, including Centrelink and transition to retirement (TTR) strategies.
Retiring can be difficult and this can bring some worries and uncertainties. I try to reduce these by providing clarity and peace of mind. Where possible look to manage your finances to ensure you are optimising your entitlements and prolonging your savings. I operate on a Fee-For-Service basis with the initial consultancy meeting being complimentary.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 38
- First year providing advice 2004
- Years of experience 20
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Highest qualification
- Certified Financial Planner (CFP)
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Languages spoken
- English
- Spanish
Altitude Wealth Advisory
Level 4, 29 Kiora RdMiranda, NSW 2228
Meeting methods
- In person
- Phone
- Video call
Licensed by
RetireInvest
AFSL 238429