I've been in the Financial Services Industry for over 6 years. I've has completed my Bachelor of Business, Majoring in Finance and my Graduate Diploma in Financial Planning. I've previously been involved as a member of the Emerging Professionals Network hosted by the Financial Planning Association of Australia where I was responsible for actively engaging students in financial planning.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 1
- 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
Assurity Financial Planning
Suite 2B, 9 Harris RoadBusselton, WA 6280
Licensed by
Mont Partners Pty Ltd
AFSL 511061