I assist my clients with enhancing their financial wellbeing to allow them to focus on what matters to them. I have a Bachelor of Business (Accounting), an Advanced Diploma of Financial Planning and CFP certification. I have several years of experience within client and customer services roles.
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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Languages spoken
- English
- Spanish
LDB Wealth Solutions Pty Ltd
1-3 Albert StBlackburn, VIC 3130
Licensed by
LDB Wealth Solutions Pty Ltd
AFSL 437164