I am an Authorised Representative of Count Financial Limited and an employee of McKern Strategic Pty Ltd. I started my career in the provision of financial planning in 2017. I have attained a Bachelor of Commerce majoring in Accounting from Griffith in July 2016, Diploma of Financial Planning from Monarch Institute in April 2017 and Post Graduate Diploma of Financial Planning from Kaplan Professional in July 2021. I have attended and passed the Financial Adviser Standards and Ethics Authority (FASEA) exam which is an industry requirement to become a Financial Planner. I successfully completed the professional year program and am a fully qualified Financial Planner. I am also an accredited Self-Managed Superannuation Fund Adviser.
I am authorised to provide advice in the following areas: Deposits and Payment Products, Government Debentures, Stocks and Bonds, Life Prooducts, Managed Investment Schemes, Retirement Savings Accounts, Securities and Superannuation.
You can contact me on 07 5522 3222.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 2
- 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
McKern Strategic Pty Ltd
Level 4, 5 Executive DrBurleigh Waters, QLD 4220
Opening hours
- 8:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Count Financial Limited
AFSL 227232