I have harboured a profound passion for Financial Planning since the year 2008, consistently pursuing my heartfelt desire to assist everyday Australians in achieving their personal and financial aspirations.
Our central mission at Eclipse Financial Planning is to empower you to take charge of your financial decisions, enabling you to plan prudently for the future and embrace the freedom to live your "Best Life" both along the way and during your retirement years.
At Eclipse Financial Planning, our primary purpose is to aid individuals from diverse backgrounds across Australia in accomplishing their goals related to building wealth, preservation, and protection. We accomplish this by delivering the highest calibre of advice, presented in a manner that is not only valued but also easily understood.
We take pride in transcending the role of advisors; we are your steadfast partners and shepherds on the path to financial success. We offer ongoing support and expert guidance, equipping you to make informed choices concerning your investments and forthcoming financial objectives and goals.
Our team specializes in furnishing comprehensive investment advice that is meticulously tailored to your specific objectives and comfort level with risk. As active investors, we devote significant time to thorough research, ensuring that all recommended investments meet stringent criteria encompassing risk-reward dynamics, liquidity, cost-efficiency, regulatory compliance, and, in certain instances, alignment with principles of socially responsible investing.
Furthermore, we offer holistic advice and craft bespoke strategies that encompass a wide spectrum of financial domains, including Goal Alignment, Budgeting, Debt Solutions, Investments, Superannuation, Self-Managed Super Funds, Personal Protection, Business Structures, Aged Care, Taxation, and Estate Planning.
If you find yourself repeatedly deferring the management of your finances, we understand the importance of effective guidance and planning during the myriad transitions life presents. Preparation, as opposed to remediation, is essential.
As an unwavering advocate of lifelong learning, I am deeply committed to staying abreast of the ever-evolving landscape of finance and economics. My qualifications include a Master's Degree in Applied Finance, a Master's Degree in Financial Planning, a Diploma of Financial Services, and recognition as a Graduate of the Australian Institute of Company Directors. Moreover, I dedicate more than 70 hours annually to continuing professional education.
Expertise
My fees
We operate a "Fee for Service" model where all fees are discussed and agreed upon prior to any formal advice or review being provided.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 48
- First year providing advice 2018
- Years of experience 6
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Highest qualifications
- Master of Financial Planning
- Master of Applied Finance
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Language spoken
- English
Eclipse Financial Planning Pty Ltd
Suite 8, 2 Fortune StCoomera, QLD 4209
Eclipse Financial Planning - SEQ Pty Ltd
Suite 8, 2 Fortune StCoomera, QLD 4209 4, 1 Carlo Dr
Cannonvale, QLD 4802 Suite 4, 1 Carlo Dr
Cannonvale, QLD 4802
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221