I am a Financial Adviser and the Managing Director of Leading Advice (www.leadingadvice.com.au), a family-run financial advisory firm that helps its clients and their families build and protect their wealth, now and into the future.
I have over 18 years’ experience helping clients create lifestyle options through wealth creation, and by protecting against life’s financial risks. Some of the strategies used to achieve this include wealth protection, risk insurance, superannuation management, tax minimisation, and retirement planning, among others.
My years of experience combine with a passion for educating my clients on how to achieve their financial goals, and a genuine desire to help. As Managing Director of Leading Advice, I have sought to maintain the organisation’s strong culture of superior customer service and going the extra mile to understand each client’s unique situation and needs.
I hold a Graduate Diploma of Financial Planning and am licensed through Millennium3 Financial Services AFSL No. 244252, and have been advising clients since 2004.
Expertise
My fees
At a glance
- Adviser status Gold
- First year providing advice 2005
- Years of experience 19
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Leading Advice
Suite 32, 1 Jordan StreetGladesville, NSW 2111
Opening hours
- 9:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Millennium3 Financial Services Pty Ltd
AFSL 244252