I have been involved in the financial services industry for over 12 years and as a financial planner for nearly 10 years.
I understand the challenges that regional and rural communities face in accessing quality financial advice. Having lived in a variety of places and then settling in the south east I appreciate the tranquillity of the rural lifestyle.
My role is to guide clients to achieve their goals throughout the various stages of their financial future. With my clients taking control of their financial situation through education and mentoring with the offer of an ongoing support program.
Expertise
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 3
- First year providing advice 2011
- Years of experience 14
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Highest qualification
- Bachelor of Arts
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Language spoken
- English
Plan Protect Retire
33 Peweena RdMil-Lel, SA 5291
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Millennium3 Financial Services Pty Ltd
AFSL 244252