I am passionate about helping others to navigate the Superannuation, Investments and Personal Insurance industries to achieve a secure future. I work with individuals who want to prepare for their retirement, retirees who want to preserve their funds for their lifetime, and young clients and families who are keen to build and protect their wealth.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
We offer a 15 minute consult via https://www.zebratailoredwealth.com.au for you to see if our services will suit your needs.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 17
- First year providing advice 2005
- Years of experience 19
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Zebra Tailored Wealth
Level 5, 7 Eden Park DrMacquarie Park, NSW 2113
Opening hours
- 8:30am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
RetireInvest
AFSL 238429