At Wilsons Advisory, we leverage our 125-year history in financial markets to deliver sophisticated investment advice to private clients, including high-net-worth, family offices and the not-for-profit sector. I specialise in constructing bespoke, multi-asset, risk-managed investment portfolios designed to achieve outcomes in line with each client’s objectives and risk tolerance.
Through the Queensland University of Technology, I hold a Masters of Business (Applied Finance), a Bachelor of Business (Finance) and a Graduate Certificate in Applied Finance. In addition, I also hold a Diploma in Financial Planning.
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 1
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Master of Business (Applied Finance)
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Language spoken
- English
Wilsons Advisory and Stockbroking Ltd
Level 53, 111 Eagle StBrisbane City, QLD 4000
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Licensed by
Wilsons Advisory And Stockbroking Ltd
AFSL 238375
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