I am a Certified financial Planner with over 25 years experience in the finance industry both in Australia and the UK across the Banking, Finance and Insurance sectors. I have also previously had the privilege of leading a large Debt Management Charity which helped tens of thousands of people break free from financial burdens.
At my core I want to see people succeed in all aspects of life and love working individually with people to set a plan for the life they want to live. I’m very excited to be working with a very professional team at Progressive and look forward to helping people achieve their financial goals.
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Expertise
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 22
- First year providing advice 2016
- Years of experience 8
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Highest qualification
- Master of Business
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Language spoken
- English
Progressive Financial Planners Pty Ltd
45 King Street
Warners Bay, NSW 2282Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Amp Financial Planning Pty Ltd
AFSL 232706