With over 15 years experience in the provision of Financial Advice, I am more than qualified to provide solutions in areas such as superannuation, SMSFs, Investment, Retirement Planning, Tax Planning, Personal Insurance, Estate Planning, Cashflow & Budgeting.
Our business does not rely on inbuilt product commissions to pay for our advice and do not charge a percentage of investments, either upfront or ongoing when managing portfolios. We charge fixed dollar fees and we agree upfront before any work is done.
Our philosophy is to focus on the best structure and strategy for our clients as the first priority, and aim to add value in every instance. If we can add value to our clients' positions, they are happy to invest their time and money in our expertise.
Expertise
At a glance
- Adviser status Gold
- First year providing advice 1998
- Years of experience 26
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
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Language spoken
- English
Design Financial Advisory
Level 1, 776 Canning HwyApplecross, WA 6153
Opening hours
- 8:00am – 5:00pm Monday – Friday
Licensed by
Design Advisory Group Pty Ltd
AFSL 492049