I have worked in a number of roles in the Financial Services industry for over 25 years, starting my career with BT Financial Group. I moved into financial planning in 2017, after completing my Masters of Applied Finance and while completing my Certified Financial PlannerĀ® Certification.
I believe in working in the very best interest of the client and tailoring solutions to meet their needs. I understand that investing in super is not without its pitfalls or traps, which includes higher tax if you exceed certain contribution caps as well as restrictions on access. There have been many changes to superannuation over the years which makes keeping up to date with superannuation law an increasingly onerous task.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 7
- First year providing advice 2017
- Years of experience 8
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Highest qualification
- Master of Applied Finance
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Language spoken
- English
Milestone Financial Services Pty Ltd
12a Thesiger CtDeakin, ACT 2600
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Video call
Licensed by
Amp Financial Planning Pty Ltd
AFSL 232706