I am a director of Kadota Strategic Wealth Pty Ltd. My 30 years’ experience in the Financial Services industry is built upon my enthusiasm for seeing individuals, couples and families take control of their financial situations, establish strong foundations and then build upon those. I help clients live the life they want without financial concerns.
My holistic approach to advice ensures each client's unique circumstances are carefully considered, before solutions are agreed upon and implemented.
My experience includes significant roles as a Senior Financial Adviser and Senior Investment Officer for the National Tax Accountants Associations Financial Planning Arm. I am registered with ASIC, a member of the FPA, and licenced with Godfrey Pembroke Ltd, Australian Financial Services Licensee 230690.
Expertise
My fees
At a glance
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Adviser status
Silver
- First year providing advice 1998
- Years of experience 27
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Highest qualifications
- Diploma of Financial Planning
- Advanced Diploma of Financial Planning
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Language spoken
- English
Kadota Strategic Wealth Pty Ltd
Suite 2, 109 Whitehorse RdBlackburn, VIC 3130

Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Consultum Financial Advisers Pty Ltd
AFSL 230323
