As a financial adviser, I specialise in helping individuals make informed decisions about their financial futures. My background includes expertise in investment strategies, retirement planning, wealth management, and financial goal setting. I am dedicated to providing personalized advice tailored to each client's unique circumstances and goals, aiming to empower them with the knowledge and tools they need to achieve financial success.
We don’t take commissions. That’s right, no commissions or ongoing percentage fees. Unlike many other financial advisers, we sit on your side of the fence and give financial advice based on what is best for you.
What are you waiting for ? Reach out and start your financial journey with me.
Expertise
1.Initial meeting is $330 (GST
inclusive).
2. Analysis, Advice, and Implementation work is charged at an hourly rate of $330 (GST inclusive).
3. Ongoing service and relationship package are charged at a flat rate ranging from $3,960 to $11,880 per annum (GST inclusive) depending on our client’s needs and the complexity of the advice.
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 36
- First year providing advice 2022
- Years of experience 2
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Eleven Edge Financial Planning
Suite 1, 260 Whitehall StYarraville, VIC 3013
Licensed by
Interprac Securities
AFSL 246638