I am a Director of Countrywide Advice and Financial Advisor at Member Advantage Financial Services - we specialise in the provision of:
- Ongoing advice and service including regular portfolio reviews;
- Personal & Group Insurances (Life, TPD, IP and Trauma);
- Life investment products;
- Financial Planning;
- Superannuation strategies and retirement planning;
- Retirement income streams, including pensions and annuities;
- Budget and cash flow management;
- Debt management (including borrowing for personal purposes);
- Investments strategies (strategic asset allocation);
- Salary packaging;
- Centrelink and other government benefits.
Expertise
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 1
- First year providing advice 2005
- Years of experience 19
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Highest qualification
- Bachelor of Business (Marketing)
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Language spoken
- English
Countrywide Advice
Level 2, 35 Dalmore DrScoresby, VIC 3179
Opening hours
- 9:00am – 6:00pm Monday – Friday
Licensed by
Charter Financial Planning
AFSL 234665