I believe I represent true holistic financial planning. The type of financial planning where you truly want to be the person at the centre of your client's affairs, to assist with their need for on-going advice and assistance over their financial life – be it discussing issues such as home ownership, tax planning, risk management, gearing, debt management, self-managed superannuation, cashflow management, wealth creation, home improvements, retirement planning, estate planning or the journey into aged care.
I believe financial planning is foremost about relationship, teamwork and trust. It's about finding someone who can be your sounding board, who makes the complex stuff seem easy and who understands your goals and aspirations and will work with you to achieve them.
Expertise
My fees
At a glance
- Adviser status Gold
- First year providing advice 2005
- Years of experience 19
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
JSA Financial Group
Level 2, 94 Lambton RdBroadmeadow, NSW 2292
Licensed by
Matrix Planning Solutions Ltd
AFSL 238256