I have worked in Financial Services since completing my degree in 2004 with Financial Planner roles since 2007.
I enjoy assisting clients in meeting their financial and lifestyle goals and keeping them on track throughout their journey.
I am continually updating my qualifications and look forward to providing full comprehensive advice to meet your lifestyle and financial goals.
With my qualifications and the experience I have obtained, I feel well suited to help clients achieve their financial and lifetime goals.
Expertise
My fees
I offer a free initial consultation for potential new clients.
At a glance
- Adviser status Gold
- First year providing advice 2015
- Years of experience 9
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Highest qualification
- Bachelor of Commerce (Accounting and Finance)
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Language spoken
- English
Boyd McDowell Financial Planning
Unit 3, 102 Liebig StWarrnambool, VIC 3280
Meeting methods
- In person
- Phone
- Video call
Licensed by
Consultum Financial Advisers Pty Ltd
AFSL 230323