I am a Certified Financial Planner (CFP) and am also in receipt of the Life Risk Specialist (LRS) insurance designation. I am an active member of the Financial Planning Association (FPA) and hold a Bachelor of Commerce degree (Dean’s Scholars Program). I have worked in the finance industry for the past twelve years, ten of which I have been licensed to give financial advice as an Authorised Representative of an AFSL holder.
Boston Private Wealth is a business who designs and manages investment portfolios for family offices, SMSF's, individuals and companies, with a focus on fostering long-term, trusting relationships with our valued clients. We also aim to protect client wealth via the use of appropriate personal insurance policies.
I am authorised to provide services covering personal advice and dealing in financial products in the specialised areas listed below:
- Deposit and Payment products
- Direct Australian & International Equities
- Interests in Managed Investment Schemes
- Superannuation
- Property Investments
- Approved Deposit Funds
- Traditional Annuities and Pensions
- Market-linked Annuities and Pensions
- Life Risk Insurance Products
- Investment Life Insurance Products
- Self-Managed Superannuation Funds
- Gearing/Margin lending
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 1
- First year providing advice 2007
- Years of experience 17
-
Highest qualifications
- Certified Financial Planner (CFP)
- Bachelor of Commerce (Honours)
-
Language spoken
- English
Boston Private Wealth
46b Masthead WaySanctuary Cove, QLD 4212
Licensed by
Bostoniq Pty Ltd
AFSL 332959