I enjoy helping people, and this was my main motivation for entering the Financial Planning profession and aspiring to become a Financial Adviser. I specialise in personal insurance advice and am dedicated to providing excellent service and working closely with Australians to achieve the best outcome for protecting their financial security.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Initial 15 min phone call - At no cost
Insurance proposal - $330 (individuals) or $495 (couples)
Insurance applications - We are paid a commission from the insurer once the policy is in place.
Ongoing Fee - No fee but we are paid an ongoing commission from the insurer and we may charge additional fees for additional work if required.
At a glance
- Adviser status Silver
- First year providing advice 2017
- Years of experience 7
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Skye Wealth
Suite 1, 8 Simms RdGreensborough, VIC 3088
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- Phone
- Video call
Licensed by
Skye Money Pty Ltd
AFSL 545313