I pride myself on delivering unbiased solutions to my diverse client base which consists of individuals, couples, families, and retirees. Over the years I have provided advice to clients on wealth creation through investment, superannuation and retirement, and wealth protection through life, total and permanent disability, critical illness and income protection insurance.
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Depends on the type of advice. For investments, super and retirement advice, I charge fees based on the clients required level of service. Some clients require initial and implementation advice only, Others prefer the benefit of on-going review and service. I will explain the benefits of both types of service.
At a glance
- Adviser status Bronze
- First year providing advice 1996
- Years of experience 29
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Highest qualification
- Bachelor of Financial Administration
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Language spoken
- English
Border Financial Advice
53 Knowles StBalcatta, WA 6021
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Interprac Securities
AFSL 246638