I provide holistic advice and I'm also responsible for running and presenting at a range of seminars on various financial planning topics.
My specialist accreditations cover SMSF's (Self-Managed Superannuation Funds), Retirement Planning and Aged Care advice. I am well-versed in the processes surrounding application for government income support, i.e. age pension and the Commonwealth Seniors Health Card.
I am an FAAA Aged Care Specialist and an SMSF Specialist Adviser™.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 19
- First year providing advice 1996
- Years of experience 28
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Ellastone Financial Planning Pty Ltd
2, 42 MacArthur AveNorth Brighton, SA 5048 Suite 2, 42 MacArthur Ave
North Brighton, SA 5048
Opening hours
- 8:30am – 6:00pm Monday – Friday
Meeting methods
- In person
Licensed by
Shartru Wealth Management Pty Ltd
AFSL 422409