As a financial planner, my role is to help clients achieve their financial goals and secure a stable financial future. With experience in various roles within the industry since 2000, including advice support, professional standards, software solutions, and head of operations, I bring a comprehensive understanding of the financial planning process.
I work closely with clients to understand their specific financial objectives and develop a customized plan to achieve those goals. Through a range of strategies tailored to their circumstances, I provide guidance and support to help them make informed financial decisions.
Whether it's retirement planning, superannuation, investment strategies, wealth protection or other aspects of personal finance, I ensure that each client receives a unique financial plan designed to suit their needs.
If you're looking for a dedicated financial planner who will prioritize your financial well-being and work with you to create a customized plan, I am here to help. Let's work together to secure your financial future.
Expertise
My fees
We work on a flat fee determined by the advice project, fees are transparent and discussed upfront so everyone knows what is payable and when.
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 17
- First year providing advice 2021
- Years of experience 3
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
FuturePoint Wealth
Level 1, 812-814 Old Princes HwySutherland, NSW 2232
Opening hours
- 8:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221