Drawing on three decades of expertise delivering advice and leading my financial planning practice, I'm your Certified Financial Planner and CPA-qualified partner. I thrive on uncovering your unique financial needs and crafting tailored strategies to secure your financial future. Whilst I have extensive experience in providing investment advice, I have specialised in Retirement Planning and Aged Care strategies. Let's prosper together through the wisdom of my 30-year journey.
I am a dedicated financial planner specialising in retirement planning, and my aim is to empower my clients to secure their retirement objectives with confidence and peace of mind. As an actively engaged listener, I take the time to understand your unique goals, concerns, and financial situation. Together, we will create a tailored retirement plan that not only secures your financial future but also aligns with your aspirations and values. Let's embark on this journey together, ensuring you enjoy the retirement you deserve.
I serve the Toowoomba, Ipswich, Gold Coast, Sunshine Coast and North Queensland surrounding areas.
Expertise
My fees
At a glance
- Adviser status Gold
- First year providing advice 1998
- Years of experience 26
-
Highest qualifications
- Certified Practicing Accountant (CPA)
- Certified Financial Planner (CFP)
-
Language spoken
- English
RI Toowoomba Pty Ltd
647 Ruthven StSouth Toowoomba, QLD 4350
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
RetireInvest
AFSL 238429