With over 6 years of experience as a Financial Adviser, I transitioned from the realm of Professional Indemnity relationship management to focus on safeguarding the financial well-being of professionals and families. My mission is simple: to protect wealth and empower individuals with the guidance they need to achieve their financial goals. My approach involves delivering personalised financial advice and unwavering support to help clients stay resolute in achieving their goals. I firmly advocate for knowledge empowerment, prioritising the education of clients to enable them to make informed decisions confidently. I specialize in several key areas: - Personal Insurance advice - Superannuation advice - Cashflow management advice - Budget guidance My passion lies in personal insurances, as part of a holistic plan, where I am committed to demystifying their importance and demonstrating the transformative impact they can have in times of adversity. By fostering a deeper understanding of one's financial landscape, I aim to equip clients with the clarity and confidence needed to navigate life's uncertainties while securing a future filled with possibilities.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 1
- First year providing advice 2018
- Years of experience 6
-
Highest qualification
- Graduate Diploma of Financial Planning
-
Language spoken
- English
Pollock Financial Planning
The Edge, Suite 14, 51 Playfield StChermside, QLD 4032
Opening hours
- 8:30am – 5:00pm Monday – Friday
Licensed by
Oreana Financial Services Pty Ltd
AFSL 482234