Thanks for clicking on my profile! Specialising in retirement planning, Centrelink and Aged Care, I am a experienced adviser that can assist in all financial matters. Shares, ethical investing, other investments, insurance, estate planning - I can provide assistance in all parts of holistic financial planning.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 1
- First year providing advice 2004
- Years of experience 20
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Wakefield Partners Pty Ltd
Level 1, 190 Fullarton RoadDulwich, SA 5065
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Wakefield Partners Pty Ltd
AFSL 493924