I have extensive experience in financial planning. My qualifications include a Master of Commerce (Applied Finance), Graduate Diploma in Financial Planning, Certified Financial Planner practitioner and Self Managed Super Fund specialist accreditation.
Since 2002 I have provided personal financial planning and investment management guidance for individuals, families, Trusts, SMSF and business proprietors. I work extensively with retirees offering how to better manage their wealth and maintain their financial independence.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchFees are tailored to services offered and can be either fixed fee or asset based depending on client preference
At a glance
- Adviser status Gold
- First year providing advice 2003
- Years of experience 21
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Highest qualification
- Master of Commerce (Applied Finance)
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Language spoken
- English
Miq Private Wealth Pty Ltd
Suite 5 Level 1, 10 King StreetBuderim, QLD 4556
Opening hours
- 9:00am – 4:00pm Monday – Friday
Licensed by
Miq Private Wealth Pty Ltd
AFSL 504773