Investment and financial planner. Specialist in Superannuation including Self Managed Funds (SMSF). Accredited Life Insurance Broker including expertise in Income Protection cover. As an Ethical Investment professional I am eager to listen and guide you through the ever complicated world of Ethical investing. ..This is no longer a matter of just avoiding say tobacco and coal producers as it can also be "working conditions" and many other aspects that one would take into account. Nor is it a trade -off that could mean lower returns.
Most people don't plan to fail they fail to plan!
Expertise
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 26
- First year providing advice 1987
- Years of experience 37
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
Equity Financial Services Australia Pty Ltd
Level 1, Suite 1.03, 11 Queens RoadMelbourne, VIC 3004
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Equity Financial Services Australia Pty Ltd
AFSL 244245