I have been a Financial Adviser since 2004 and recently joined RetireInvest in 2022.
I have a genuine interest in helping clients to ensure they reach their retirement goals.
I have many years experience in working with retirees in retirement and pre retirees in planning for retirement. With so many changes continually circulating in the financial services industry often clients are looking for someone they can connect with and trust.
I provide advice in the following areas.
Superannuation Advice
Retirement Planning Advice
Self -Managed Super Funds
Investment Portfolios
Personal Insurance Advice
Centrelink DVA Advice
Estate Planning Advice
Outside of work my interests include Rugby Union, Squash, Travelling around Australia and spending time with Family.
Expertise
My fees
At a glance
- Adviser status Bronze
- First year providing advice 2004
- Years of experience 20
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Highest qualification
- Diploma of Financial Advice
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Language spoken
- English
RetireInvest South East QLD
1470 Logan RdMount Gravatt East, QLD 4122 128 Goodwin Dr
Bongaree, QLD 4507
Meeting methods
- In person
- Phone
- Video call
Licensed by
RetireInvest
AFSL 238429