It is the small decisions we make everyday that move us closer to our goals, and my role as an adviser is to help people make smarter decisions with their money every day.
I believe that life is too short to be worried about money, and through sound advice I help my clients focus on life's more important things.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
After an initial meeting we will discuss and agree on a fee arrangement that suits you before we move forward.
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 14
- First year providing advice 2001
- Years of experience 23
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Highest qualifications
- Master of Business Administration
- Master of Commerce (Financial Planning)
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Language spoken
- English
Lead Advisory Services Pty Ltd
32 Garsed StBendigo, VIC 3550
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Fortnum Private Wealth Ltd
AFSL 357306