Experienced Financial Advisor with a strong track record of working with a range of clients and developing close relationships by helping my clients understand what is important to them, both now and in the future, and creating a pathway to help them achieve a well balanced lifestyle and their long term financial goals. The advice delivered is wholistic in nature and takes into account all facets of my clients circumstances and financial position.
My Services include:
Wealth creation & Investment Advice
Super investing and planning.
Retirement investing and planning.
Loans/Lending.
Life insurances and income protection.
Age care advice.
Tax planning.
Business solutions.
Outside of work I am involved in local football & cricket in a playing and coaching capacity and enjoy spending as much time as I can on the golf course!
Expertise
At a glance
- Adviser status Bronze
- First year providing advice 2018
- Years of experience 7
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Highest qualification
- Bachelor of Commerce (Financial Planning and Management)
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Language spoken
- English
Mercury Financial Partners
Level 4, 54 Wellington StCollingwood, VIC 3066
Opening hours
- 9:00am – 6:00pm Monday – Friday
Licensed by
Charter Financial Planning
AFSL 234665