Experienced adviser with a demonstrated history of working in the financial services and accounting professions. Specialising in risk, with a solid understanding of the National Disability Insurance Scheme.
Compassionate and understanding of the balance between family and small business.
RG146 and FASEA compliant.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
-
Adviser status
Gold
- First year providing advice 2006
- Years of experience 18
-
Highest qualification
- Bachelor of Commerce
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Language spoken
- English
Halstead Financial Services Pty Ltd
963A Glenhuntly RoadCaulfield, VIC 3162
![Halstead Financial Services Pty Ltd logo](https://resources.adviserratings.com.au/practices/halstead-financial-services-pty-ltd-18003585.png)
Opening hours
- 9:00am – 6:00pm Monday – Thursday
- 9:00am – 5:00pm Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Lifespan Financial Planning
AFSL 229892
![Lifespan Financial Planning logo](https://resources.adviserratings.com.au/licensees/lifespan-financial-planning-pty-ltd-229892.png)