With over 25 years in the industry I've pretty much seen it all. I've lived through the tech wreck in the late 90's, bird flu, the GFC & most recently covid and guided my clients through it all. I have parents, their children & the grandparents as clients. Many who have been with me for 20 years+. Pre & post retirement is my main area of speciality but I do still engage with younger clients keen to get ahead financially. We charge a fair price for good honest advice & once in place will set up a review program to make sure you stay on track!
Expertise
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 13
- First year providing advice 1998
- Years of experience 26
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Highest qualification
- Diploma of Financial Planning (1-8)
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Language spoken
- English
2M Financial Group
Suite 2, 6 Gurrigal StreetMosman, NSW 2088
![2M Financial Group logo](https://resources.adviserratings.com.au/practices/2m-financial-group-18000034.png)
Licensed by
Templestone Financial Services Pty Ltd
AFSL 523831
![Templestone Financial Services Pty Ltd logo](https://resources.adviserratings.com.au/licensees/templestone-financial-services-pty-ltd-523831.png)