In 2004, I moved into the world of Financial Planning.
Spinnaker Financial Planning was launched by me in 2014.
A history in Industrial Engineering and IT has been an advantage. With a background in maths, I am naturally passionate about investments, portfolio construction and modelling to achieve great outcomes for my clients.
However, Financial Planning is NOT rocket science. I love to make the finance world simple to understand, because it IS. Education is key to what I do. My explanations and examples are easy to understand.
My favourite saying in a meeting is “ We don’t do anything until your eyes unglaze over and you nod.” We are not in a hurry. When you understand, then we act.,
Most of my clients began with me in 2014. The joy has been watching both their understanding and their finances, grow over time.
Originally based in Redcliffe, Spinnaker moved to Aspley in North Brisbane in 2018.
The office has great coffee, but I usually meet clients in their homes. You learn so much more that way.
Through knowledge comes understanding, and I find it is much easier to understand what goals my clients want to achieve; And then set then path to achieve them.
Expertise
My fees
The of the initial meeting is absorbed by Spinnaker Financial Planning.
This is a meeting to determine:
Can we work together?
Can I provide the services you are looking for.
If all works out, further meetings follow until we get a clear understanding of your current position, and where you want to be.
At that staged a cost is agreed.
After that, we agree to meet regularly to make sure the path we have chosen is still working for you. These regular meetings are part of an ongoing service agreement.
The cost of this service is determined by the complexity of the work needed. Everything is decided upfront. There are no hidden fees.
At a glance
- Adviser status Silver
- First year providing advice 2004
- Years of experience 20
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Highest qualification
- Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Spinnaker Financial Planning
67 Chartwell StAspley, QLD 4034
Meeting methods
- In person
- Phone
- Video call
Licensed by
Lifespan Financial Planning
AFSL 229892