My aim as a Financial Adviser is to provide advice that leaves the client in a better position and feeling more confident in their financial decision making than before they met me.
My specialty is engaging in long-term relationships that often start by protecting assets and income with personal insurance and then transitioning to wealth accumulation and retirement planning strategies.
Having completed a Bachelor of Computer and Information Science, I decided that IT wasn't for me and made the switch to a Graduate Diploma in Applied Finance and Investment. Shortly after I landed a job with a small financial planning business and 3 years later had established FIA Financial Planning. Having over 18 years in financial services under my belt allows me to provide advice that is backed by my own personal experiences and helps me to communicate that advice in a simple and understandable way.
I enjoy helping people from all age groups and demographics, from start-up business owners to retirees. I'm keen to help wherever I can.
Expertise
My fees
At a glance
- Adviser status Gold
- First year providing advice 2005
- Years of experience 19
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Highest qualification
- Graduate Diploma of Applied Finance and Investment
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Language spoken
- English
Fia Financial Planning
Level 2, 208 Greenhill RdEastwood, SA 5063
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Wealth Iq Group Pty Ltd
AFSL 527880