I have been working in the Financial Planning industry since 2011 and have also previously occupied roles in Accounting, Tax and Corporate Finance. I believe that every client’s situation is unique and requires tailored strategic and investment advice. I am passionate about helping my clients achieve their financial goals by developing individualised strategic plans that are complemented by tailored investment solutions to match client’s individual goals, objectives and attitude towards risk. I have a particular interest and experience in strategic advice, asset allocation, portfolio construction and investment selection, SMSF, superannuation as well as retirement and tax planning.
Expertise
My fees
We work on a fixed fee basis with fees being discussed and agreed upon with clients based on their personal circumstances.
At a glance
- Adviser status Gold
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Master of Commerce (Financial Planning)
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Language spoken
- English
Divitia Financial Services Pty Ltd
Suite 1, 12 Abercrombie StRocklea, QLD 4106
Meeting methods
- In person
- Phone
- Video call
Licensed by
Divitia Pty Ltd
AFSL 412113