With a career spanning 17 years in the finance industry, I create tailored solutions unique to each client’s personal circumstances. By establishing and building long standing relationships, I provide peace of mind to my clients who know I am only a phone call away when they require advice or even just for a friendly chat. I thoroughly enjoy meeting new people and being able to share my knowledge and experience with them to provide the financial advice suitable for both their present situation and future goals.
I have gained 16 years’ experience within one of Australia’s big four banks, eleven of which were in the Financial Planning sector and the other five within Retail and Business banking. Having already completed a Graduate Certificate in Financial Planning, I am now undertaking my Graduate Diploma of Financial Planning to further my credentials within the Financial Planning industry.
As the father of a young family I love nothing more than to spend my weekends adventuring with our caravan and creating life-long memories with my wife and children. When it gets too cold for caravanning, we take our love of travelling overseas to explore a wide range of different places, cultures and foods.
Expertise
My fees
1. Complimentary 15min discussion to asses whether you need personal financial advice.
2. One-off meetings or advice about a particular circumstance $330 per hour.
3. Full financial plan and implementation ranging between $2500 - $5500 depending on the complexity of your situation.
At a glance
- Adviser status Gold
- First year providing advice 2011
- Years of experience 13
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Highest qualifications
- Graduate Certificate in Financial Planning
- Graduate Diploma of Financial Planning
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Language spoken
- English
Lifelong Wealth Holdings Pty Ltd
9 Bald Hills RdBald Hills, QLD 4036
Opening hours
- 9:00am – 2:00pm Monday – Tuesday
- 9:00am – 6:00pm Wednesday – Thursday
- 9:00am – 5:00pm Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
RetireInvest
AFSL 238429