Passionate about the intersection of people and financial markets. I work with my clients to develop clear financial plans, structure assets intelligently, invest with confidence, and manage risk along the way.
Areas of expertise: Investment Management, Superannuation, Self-Managed Super Funds, Direct Equities, Structuring, Insurance and Retirement Planning.
Expertise
At a glance
- Adviser status Silver
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Graduate Certificate in Finance
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Language spoken
- English
Synectic Wealth Pty Ltd
49 Best StreetDevonport, TAS 7310
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221