I began my Financial Planning career in 2003 and have built an enviable reputation as a caring and knowledgeable practitioner. I am a Certified Financial Planner (CFP) – one of the highest designations in the financial planning profession – and have a strong focus on providing advice to pre-retirees and retired clients, specialising in Centrelink and Aged Care strategies and am a SMSF specialist adviser. I have both practical and technical experience across a diverse range of complex strategies and continue to maintain professional memberships with the Financial Advice Association Australia (FAAA) and the SMSF Association.
Expertise
At a glance
- Adviser status Platinum
- First year providing advice 2006
- Years of experience 18
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Henry Financial Group
Suite 2A, Level 2, 31 Merivale StreetSouth Brisbane, QLD 4101
Opening hours
- 9:00am – 4:00pm Monday
- 9:00am – 5:00pm Tuesday – Friday
Licensed by
Charter Financial Planning
AFSL 234665