I provide advice across all areas of planning including superannuation, retirement planning, transition to retirement, SMSF and wealth creation advice. I have a speciality in personal insurances including Income Protection. I have been in the financial services industry for the last 20 years or so, with the last 6 of those as a Financial Advisor, and am supported by an excellent team.
I am a client focused Financial Advisor, who enjoys engaging with people to help them achieve their financial success. I enjoy guiding my clients through the ever-changing rules and numbers and finding strategies which help them to feel secure, while also working to achieve their goals. I consider my approach to be holistic and I'm competent across a variety of strategies and client demographics.
It's important to recognise that everyone has a unique situation which requires personalised solutions, and I enjoy taking the time to fully understand my clients and their families, financial position and goals. Being able to develop a solution or strategy for them, and then working together to put that in place is greatly satisfying.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 8
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Viridian Financial Group Limited
1 Alexander StBurnie, TAS 7320
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Viridian Advisory Pty Ltd
AFSL 476223