I am a Experienced Financial Planner, 24 years, with a demonstrated history of working in the finance and investment industry. I pride myself on working with my clients in assisting them on the path to securing there financial dreams.
Working with my clients over the long term continues to build my strong relationships with my clients and knowing that I am there with them on there journey as there trusted adviser.
Skilled in Financial Advice, Portfolio Management, Banking, Credit, and Pension Funds. Strong finance professional with a SMSF Specialist Adviser accreditation from SMSF Professionals Association of Australia. Private Investment Consultant accreditation held. Appointed to the NAB Wealth Advisory Council. MLC Advisory Council and part of the Bridges Representatives Group.
Expertise
My fees
Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 1
- First year providing advice 2001
- Years of experience 23
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Bridges Financial Services Pty Ltd
The Bond, Level 3, 30-34 Hickson RdMillers Point, NSW 2000
![Bridges Financial Services Pty Ltd logo](https://resources.adviserratings.com.au/practices/bridges-financial-services-pty-ltd-18001325.png)
Opening hours
- 8:30am – 5:30pm Monday – Friday
Meeting methods
- In person
- Video call
Licensed by
Bridges Financial Services Pty Ltd
AFSL 240837
![Bridges Financial Services Pty Ltd logo](https://resources.adviserratings.com.au/licensees/bridges-financial-services-pty-limited-240837.jpg)