As a professional Financial Planner, I work with my clients to help realise their financial and personal goals in life by educating them and giving them the ability to make educated decisions to help better their lives. I am, passionate about delivering holistic and strategic advice to each and every one of my clients, putting them on the road to a better wellbeing, keeping them on track to realise their goals and aspirations to ultimately allow them to live the life they desire and deserve, both now and in retirement. I dedicate myself to building long lasting relationships with new and existing client's, putting their interests at the forefront of everything i do, giving them the empowerment of knowledge and understanding to make better choices about their financial wellbeing for themselves and their loved ones.
Expertise
My fees
At a glance
- Adviser status Bronze
- First year providing advice 2015
- Years of experience 9
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Highest qualification
- Bachelor of Commerce (Economics & Finance)
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Language spoken
- English
R&R Wealth Solutions Pty Ltd
Suite 3, 35 Tamara DrCockburn Central, WA 6164
Opening hours
- 8:30am – 5:00pm Monday – Thursday
- 8:30am – 4:00pm Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Sentry Advice Pty Ltd
AFSL 227748