I am an experienced financial adviser with a passion for helping individuals achieve their financial goals. My expertise spans a wide range of financial planning and wealth management areas, and I am dedicated to assisting clients from all walks of life.
I particularly enjoy assisting pre-retirees and retirees, helping these individuals navigate the complexities of financial planning during this pivotal phase of life.
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Expertise
My fees
I offer a free initial consultation for potential new clients.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 21
- First year providing advice 2004
- Years of experience 20
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Thrive FS Pty Ltd
Unit 18, Evergreen Lifestyle Centre, 14-18 Discovery DriveNorth Lakes, QLD 4509
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Thrive FS Pty Ltd
AFSL 457823