Having a Financial Adviser isn't about having someone tell you what to do, it is about having someone you can discuss your finances with openly, so you know yourself you are making the right decisions.
I offer a full suite of financial services from budgeting and cashflow (along with software to help you track and manage it), Superannuation and Retirement planning (including annuities) and investment advice.
Investment advice can be anything from Managed funds or ETFs to equity SMAs and investment properties. Being involved personally in all those investment types helps me share my realworld knowledge and experiences, not just the stratgies learnt at University.
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Expertise
My fees
I offer a free initial consultation for potential new clients.Each service has an individual service cost allowing you to tailor your advice and select only the items you see value in. It is the pick n' mix of Financial Planning.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 10
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Funded Futures Financial Services
Strathwyn Business Centre, Suite 3, 22-24 Strathwyn St
Brendale, QLD 4500Opening hours
- 9:00am – 4:00pm Monday – Thursday
- 9:00am – 3:00pm Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Cobalt Advisers Pty Ltd
AFSL 512550