Thanks for taking the time to read my profile. I am a Certified Financial Planner with the Financial Planning Association of Australia.
I am the proud owner of Guidance Financial Services, a boutique financial planning practice based in Essendon, just out of Melbourne. We currently manage around $110million in investments for our clients, providing bespoke financial planning strategies which are highly personalised.
We partner with our clients to work towards their goals. Often clients join Guidance when they reach a point in their professional life where they are earning a significant income, but have recognised that that income isn't translating into meaningful wealth for their future.
You might want to check out our podcast - Financial Autonomy.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 5
- First year providing advice 1999
- Years of experience 25
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Guidance Financial Services Pty Ltd
Suite 11, 207 Buckley StreetEssendon, VIC 3040
Opening hours
- 9:00am – 6:00pm Monday – Friday
Licensed by
Sprout Financial Pty Ltd
AFSL 495546