I pride myself in the way I assist my clients - whether it be retirement planning, insurance proposals or superannuation advice. I take time to ensure my clients understand what we are trying to achieve. I am particularly proud of our Centrelink knowledge - we offer a complete service of applying with Centrelink and liaising throughout the application process. We take the stress out of retirement.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 2
- First year providing advice 2007
- Years of experience 17
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Cape Financial Planning
Suite 2, 12 Prince StreetBusselton, WA 6280
Licensed by
Matrix Planning Solutions Ltd
AFSL 238256