I pride myself on the ability to help my clients achieve their desired financial goals.
If you feel you are not on track, then please get in touch.
Expertise
My fees
I offer a free initial consultation for potential new clients.
We work on a fee-for-service model. The fees depend on the areas of advice sort and required to be covered. They are always discussed and agreed upon before any advice is provided to ensure that there are no surprises for our clients.
At a glance
- Adviser status Gold
- First year providing advice 2006
- Years of experience 18
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Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
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Language spoken
- English
Partnership Advisory Pty Ltd
Suite 1, 15 Fullarton RdKent Town, SA 5067
Opening hours
- 9:00am – 5:30pm Monday – Friday
Meeting methods
- In person
Licensed by
Insight Investment Services Pty Ltd
AFSL 309996