I work as a financial adviser so I can help increase the financial certainty in the lives of my clients.
The best way to do this is through meaningful, personalised engagement that takes all of your personal challenges and opportunities into consideration, so that you can be certain your financial plan will work the best way it can for your own situation.
My entire career has been in financial services, allowing me to gain the expertise needed to help you with your financial goals.
I really enjoy working on the complex challenges of pre-retirement and retirement strategies, portfolio construction, capital longevity techniques, and the essential estate planning strategies that round this out.
You are the expert in your chosen field. I am your expert in Tailored Wealth Solutions.
Expertise
My fees
At a glance
- Adviser status Gold
- First year providing advice 1993
- Years of experience 31
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Tailored Wealth Solutions Pty Ltd
Unit 1, 37 Township DrBurleigh Heads, QLD 4220
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Alpine Financial Advice Pty Ltd
AFSL 541401