With over 25 years' experience in the financial planning industry, my mission is to provide my clients with honest, transparent advice that is unique to them. I partner with my clients to help them to identify specific goals and lifestyle choices, and truly listen to their needs.
Operating my own business has given me the flexibility and autonomy to offer my clients what larger institutions cannot offer. Only in a smaller, boutique practice can iensure that my clients' interests are always put first. I am passionate about providing my private clients with unique and tailored high-quality financial advice that they can rely on.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
- Adviser status Bronze
- First year providing advice 1996
- Years of experience 28
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Highest qualification
- Bachelor of Economics
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Language spoken
- English
Cambridge Private Wealth
21 Gloucester DrHeidelberg, VIC 3084
Licensed by
Adviser Services Pty Ltd
AFSL 439452