A local boutique financial planning practice, specializing in retirees' wealth management enabling them to enjoy their golden years and focus on the more important things in life, our friends, families and golf.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
- Adviser status Gold
- First year providing advice 1997
- Years of experience 27
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
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Language spoken
- English
Long Lasting Private Wealth
283-287 Sir Donald Bradman DrBrooklyn Park, SA 5032
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
Licensed by
Capstone Financial Planning Pty Ltd
AFSL 223135