I have been in the Financial Planning Industry since 1989. I have performed a number of different roles, including as a Fund Accountant, Area Sales Manager and Financal Planner.
I have been working at the RetireInvest Chermside practice since July 2007, providing advice services on various topic's, including retirement planning, investment selection, personal insurances and tax planning.
Our team at Chermside provide a personalised service for clients, in a relaxed and friendly environment.
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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 31
- First year providing advice 1996
- Years of experience 28
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Highest qualification
- Graduate Diploma of Applied Finance and Investment
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Languages spoken
- English
- Italian
RIT Coastal
Suite K, Building 3, 528 Compton Rd
Sunnybank Hills, QLD 4109RetireInvest Chermside
Level 1, 823 Gympie Rd
Chermside, QLD 4032 Suite K, Building 3, 528 Compton Rd
Sunnybank Hills, QLD 4109Opening hours
- 9:00am – 1:00pm Friday
- 9:00am – 4:30pm Monday – Tuesday, Thursday
- 9:00am – 5:00pm Wednesday
Meeting methods
- In person
- Phone
- Video call
Licensed by
RetireInvest
AFSL 238429