Professional Experience.
- Business Transition & Succession Planning, specialising in SME and farm businesses.
- Senior Wealth Manager for St George Private Bank in Qld.
- Qld Manager for boutique specialist Estate and Succession Planning company.
- Qld & PNG manager for the private wealth division of one of the big four accounting firms.
- Established and ran successful Financial Planning firm, in partnership with a legal firm and chartered accountants.
- Projects officer contracted to Qld Dairy Organisation delivering succession/transition programs and solutions.
- Project Leader contracted to AgForce Qld delivering community engagement and training programs in regional Qld.
Specialties and extensive experience in all areas of Financial Planning & Wealth Management;
- Portfolio Management,
- Strategic Financial Planning
- SMSF and Super strategies
- Personal Insurance
- Business Succession
- Estate Planning.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
- Adviser status Silver
- First year providing advice 1986
- Years of experience 38
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Highest qualification
- Certified Financial Planner (CFP)
-
Language spoken
- English
Continuum Financial Planners
Level 1, 2042 Logan RdUpper Mount Gravatt, QLD 4122
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Lifespan Financial Planning
AFSL 229892