A senior finance professional with a genuine passion for partnering with clients and driving good decisions to help them achieve their financial goals. With an emphasis on pre-retirement and retirement planning, he thrives on maintaining long-term relationships and growing clients wealth.
With 20 years’ experience in the finance industry, his background covers predominately investments, superannuation, and risk insurance, and extends across a range of industry sectors including professional services, superannuation, insurance, and banking.
With these qualifications and experience, he is well qualified to help clients achieve their financial goals.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 2
- First year providing advice 2008
- Years of experience 16
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Highest qualification
- Bachelor of Business Management (Economics)
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Language spoken
- English
Bountiful Wealth
Building 12, Unit 12c, 2-4 Flinders ParadeNorth Lakes, QLD 4509
![Bountiful Wealth logo](https://resources.adviserratings.com.au/practices/bountiful-wealth-19205807.png)
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
RetireInvest
AFSL 238429
![RetireInvest logo](https://resources.adviserratings.com.au/licensees/ri-advice-group-pty-ltd-238429.png)