I am a skilled financial advice professional providing strategic financial recommendations to in the areas of superannuation, investments, retirement planning and wealth protection advice. I can assist you in achieving your financial goals by putting a suitable plan in place to get you to where you want to be.
My commitment to ongoing education and professional development ensures clients are kept up to date with the best strategies for their circumstances. My formal Qualifications are a Bachelor of Business and a Master of Financial Planning from Griffith University as well as specialist training in Self-Managed Superannuation Funds (SMSF). During my studies at Griffith University I was awarded The Griffith Award for Academic Excellence, which recognises students within the top 5 per cent of students across the university.
I am available full time to assist you in chasing your financial goals, whatever they may be.
Expertise
My fees
At a glance
- Adviser status Bronze
- First year providing advice 2021
- Years of experience 4
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Coast Financial Planning
Shop 8, 92 Tamar StBallina, NSW 2478
Meeting methods
- In person
- Phone
- Video call
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221