Let’s face it – the financial system has its complexities and is often difficult to navigate. Positioning ourselves for an optimal financial outcome requires considerable planning and this can be difficult to squeeze into our busy lifestyles. That’s why I do what I do.
My career as a financial adviser commenced in September 2003 and since that time, I have reveled in the opportunity to assist my clients to map-out and maintain their course to financial security. Toowoomba born and bred, I initially owned and operated my own financial advice business in Brisbane before selling and returning to Toowoomba, where I joined RetireInvest in 2014. I hold an advanced diploma in financial services and am currently in the process of completing my graduate diploma.
At RetireInvest, we specialise in steering towards “the golden years,” when we all hope to retire without financial concerns. But planning for this can commence at any age and may have many storms to be avoided along the way. We therefore not only focus on retirement strategies, but also on wealth accumulation and wealth protection strategies.
On a personal level, I enjoy going to the gym, travel, camping, caravanning and the odd round of golf when my wife allows.
I serve within the Toowoomba and surrounding areas, Ipswich and Gold Coast.
Expertise
My fees
Our first consultation is free of charge. Our initial and ongoing fees will be dependent upon complexity of the advice required but will be discussed during our first meeting.
At a glance
- Adviser status Bronze
- First year providing advice 2003
- Years of experience 21
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
RI Toowoomba Pty Ltd
647 Ruthven StSouth Toowoomba, QLD 4350 Level 3, 16 East St
Ipswich, QLD 4305 194 Varsity Parade
Varsity Lakes, QLD 4227
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
RetireInvest
AFSL 238429