I am an experienced financial services professional who specialises in helping self-employed professionals, namely legal, medical & allied health, achieve their goals and objectives.
In addition to being a Certified Financial Planner, I am also a qualifed Mortgage Broker and General Insurance Broker, thus allowing me to formulate and tailor my financial advice, taking into account a number of different disciplines.
Let me lead you to a better future.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 10
- 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
Yarra Lane
Level 5, 607 Saint Kilda RoadMelbourne, VIC 3004
![Yarra Lane logo](https://resources.adviserratings.com.au/practices/yarra-lane-18004358.png)
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Interprac Securities
AFSL 246638
![Interprac Securities logo](https://resources.adviserratings.com.au/licensees/interprac-financial-planning-pty-ltd-246638.png)