I have been specialising in providing superannuation, tax, wealth creation, SMSF, and investment advice on a fee for service basis for more than 30 years. In addition I have written oner the years for the Fairfax group, published 6 books, and currently wrtite for Investsmart and and Eureka Report. My main focus is strategic advice, as this is the foundation of anyone's financial security. The products that many advisers concetrate on are the building bricks and, although important, if the strategic foundation is not solid a person or family's goals will be harder to achieve.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
- Adviser status Silver
- First year providing advice 2003
- Years of experience 22
-
Highest qualification
- Chartered Accountant (Financial Planning Specialist)
-
Language spoken
- English
Taxbiz Australia
Unit 16, 653 Mountain HwyBayswater, VIC 3153
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Vivid Financial Planning Pty Ltd
AFSL 478937