I offer you modern advice using the latest software and tools to provide advice at the most competitive cost.
I take personal responsibility to manage all your personal affairs - including taxation, mortgage and superannuation - so they are all optimised and working together to maximise your opportunities and grow your wealth.
A FRESH PERSPECTIVE ON TAX
CREATING personalised financial solutions to maximise your opportunities
Continually BUILDING on your plans to improve your financial position
PROTECTING your hard-earned wealth using the latest financial strategies
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 3
- First year providing advice 2016
- Years of experience 8
-
Highest qualification
- Master of Business Administration
-
Language spoken
- English
CBP Financial Solutions
31 Cromwell RdSouth Yarra, VIC 3141
Opening hours
- 10:00am – 3:00pm Saturday – Sunday
- 8:00am – 8:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
CBP Financial Solutions
AFSL 551170