I joined Retirewise as an intern in 2015, becoming an Authorised Representative in 2016. I have extensive experience outside financial planning, including working in financial markets. I have a Diploma in Financial Planning and a Bachelor of Applied Finance (Financial Planning). I'm a member of the Financial Planning Association and accredited as a Certified Financial Planner (CFP).
Expertise
My fees
I offer a free initial consultation for potential new clients.
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 4
- First year providing advice 2016
- Years of experience 8
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Retirewise
Suite 2, 344A Illawarra RoadMarrickville, NSW 2204
Opening hours
- 9:00am – 6:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Count Financial Limited
AFSL 227232