Seasoned financial expert with an impressive track record spanning over 24 years. My expertise lies in crafting robust financial strategies, conducting insightful strategy reviews, proficiently managing portfolios, overseeing superannuation, guiding clients through retirement and estate planning, optimizing Centrelink benefits, and providing comprehensive insurance solutions. I bring a history of proven commercial success, consistently aiding clients in achieving their lifelong financial goals. Whether you're at the early stages of your career or approaching retirement, I specialize in tailoring personalized strategies to enhance your retirement account. With my guidance and regular reviews, rest assured that your financial journey is on a secure and prosperous path.
Expertise
First meeting is complimentary with no fee. Fee is based on the complexity of advice and will be agreed during the meeting
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 2
- First year providing advice 1999
- Years of experience 25
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Highest qualification
- Bachelor of Arts (Economics)
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Language spoken
- English
R & H Advice and Wealth Management
Suite 22, Level 1, 797 Plenty RdSouth Morang, VIC 3752
![R & H Advice and Wealth Management logo](https://d3v64cumibwv7i.cloudfront.net/practices/r-and-h-wealth-management-19204813-b7e4ebf70604.jpg?v=1661212262)
Opening hours
- 8:30am – 6:00pm Monday – Saturday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Lifespan Financial Planning
AFSL 229892
![Lifespan Financial Planning logo](https://resources.adviserratings.com.au/licensees/lifespan-financial-planning-pty-ltd-229892.png)