I am passionate about financial planning and care about the ongoing education for clients when it comes to their finances. My approach is direct and easy to understand, after all it is your money.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
We are tailored depending on needs of client, this may be ongoing service, ad hoc, fixed term contract.
At a glance
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Adviser status
Gold
- First year providing advice 2001
- Years of experience 24
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Iconic Wealth
22 Ormsby TerraceMandurah, WA 6210
![Iconic Wealth logo](https://resources.adviserratings.com.au/practices/iconic-wealth-19205130.png)
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Synchron Advice Pty Ltd
AFSL 243313
![Synchron Advice Pty Ltd logo](https://resources.adviserratings.com.au/licensees/synchron-advice-pty-ltd-243313.png)