I embarked on my journey at the age of 21 in 1996, with a passion helping people achieve their financial goals, that passion was passed on from my father who started the business.
I bring a wealth of experience and a deep understanding of the ever-evolving financial landscape. My commitment to continuous learning and staying abreast of market trends ensures that my clients receive the most informed and strategic advice. Over the years, I have built a robust foundation of qualifications, including a Master of Financial Planning. My extensive career has seen me navigate diverse financial scenarios, from economic downturns to periods of growth, allowing me to develop a resilient and adaptable approach to financial planning.
I have fostered long-term relationships with my clients based on trust, transparency, and mutual respect. By taking the time to understand the unique needs and aspirations of each individual, I create tailor-made financial plans that stand the test of time.
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Expertise
My feesGet in touchFlat fees - not percentages based on funds.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 19
- First year providing advice 1996
- Years of experience 28
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Highest qualification
- Master of Financial Planning
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Languages spoken
- English
- Portuguese
Green Associates Financial Planners
Unit 5, 10 Geils CourtDeakin, ACT 2600 Level 4, 303 Coronation Dr
Milton, QLD 4064 56 Clinton St
Goulburn, NSW 2580
![Green Associates Financial Planners logo](https://resources.adviserratings.com.au/practices/green-associates-financial-planners-18003488.jpeg)
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Charter Financial Planning
AFSL 234665
![Charter Financial Planning logo](https://resources.adviserratings.com.au/licensees/charter-financial-planning-limited-234665.png)