I am a Certified Financial Planner (CFP®) with over 15 years industry experience. Based in Launceston, my clients both new and existing tell me they highly regard the way I'm able to ‘keep things simple’. I've always taken great pride in using my teaching background to ensure my clients have a firm understanding of the strategies and investments we recommend.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
We are a Fee-for-Service business
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 2
- First year providing advice 2001
- Years of experience 23
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Highest qualification
- Bachelor of Applied Science
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Language spoken
- English
WisePath Retirement Solutions
76 York StLaunceston, TAS 7250
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Lifespan Financial Planning
AFSL 229892