I have 12 years experience within the financial services industry. I take great joy in getting to know clients and appreciating everything they have achieved in life, and where they want to head towards. I work diligently with my clients during the whole financial planning process, with a great emphasis on removing as much worry and stress from clients as possible, so that their financial futures are secured. I specialise in investments, insurances, superannuation, retirement planning and Centrelink Age Pension strategies.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
-
Adviser status
Silver
- First year providing advice 2018
- Years of experience 7
-
Highest qualification
- Graduate Diploma of Financial Planning
-
Language spoken
- English
Apex Financial Advisors
Suite 207, 13A Montgomery StKogarah, NSW 2217
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Miplan Advisory Pty Ltd
AFSL 485478
