I am experienced and professional financial adviser who is a passionate believer in the value of financial advice. When tailored to the needs of the individual client, I firmly believe my advice can make a real and positive difference to almost anybody's financial position.
I have over 31 years' experience in the financial services sector, including the past 22 as a licensed financial adviser. I have held senior adviser roles in various corporate and boutique Queensland financial planning businesses. I hold a Bachelor of Business from QUT, Graduate Diploma in Financial Planning from FINSIA (formerly the Securities Institute) and are complaint with the educational standards under the ASIC Future of Financial Advice (FOFA).
I am passionate about helping people who are seeking supported solutions to grow and protect their wealth. I specialise in developing and supporting financial strategies pertaining to wealth creation, wealth protection, pre-retirement and post retirement. In am particularly experienced in providing advice solutions for folks looking to maximise Centrelink benefits in retirement.
Expertise
My fees
At a glance
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Adviser status
Bronze
- First year providing advice 2000
- Years of experience 25
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Picture Wealth
Level 6, 270 Adelaide StBrisbane City, QLD 4000
![Picture Wealth logo](https://resources.adviserratings.com.au/practices/picture-wealth-18012429.png)
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
Licensed by
Picture Wealth Advisory
AFSL 530789
![Picture Wealth Advisory logo](https://resources.adviserratings.com.au/licensees/picture-wealth-advisory-pty-ltd-530789.png)