I have a passion for people, and for helping them meet their financial goals. Prior to financial planning, I worked for many years in treaury and fund management roles. I'm tertiary qualified (in economics) and have held the Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia since 2002.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 35
- First year providing advice 1999
- Years of experience 25
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Momentum Wealth Management - Bentleigh
277 Centre RdBentleigh, VIC 3204
Licensed by
Momentum Wealth Management Corporation Pty Ltd
AFSL 454895