I offer a premium service for serious clients who value expertise, efficiency and are ready to invest in their financial success.
Expertise
My fees
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Innovative fee structure based on value, supported by a dedicated research team for strategic planning, portfolio construction, and compliance.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 1
- First year providing advice 1986
- Years of experience 38
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Secure Client Solutions Pty Ltd
20 Kambah PlWest Pennant Hills, NSW 2125
Meeting methods
- Phone
- Video call
Licensed by
Interprac Securities
AFSL 246638