Financial Planning Manager
AFSL Director & Responsible Manager
Mentor and Coach
Financial Adviser since 2005
I've assisted on more than 1,800 families financial situations, have helped clients at all stages of their financial journeys. I've seen just about every financial situation before, and helped people reach for almost any financial goal imaginable.
I've led teams of Financial Advisers and managed Financial Planning departments through periods of 10x growth.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
- Adviser status Silver
- 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
Titanium Black Outsourcing
Suite 3, 81 Pasco StWilliamstown, VIC 3016
Licensed by
Jada Advisory Group Pty Ltd
AFSL 528448