I am the Director of the Wealth Division at Bourke Group where I have been providing advice for more than 13 years.
I have sound technical knowledge and experience across a wide range of fields including Superannuation, SMSFs, Investments, Personal Risk Insurance and Estate Planning. I have an uncompromising approach to client service, providing meticulously researched strategies, delivered to provide optimal outcomes for you and your family.
At a glance
- Adviser status Gold
- First year providing advice 2009
- Years of experience 15
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Bloom Wealth Advisory Pty Ltd
32 Punt RdCobram, VIC 3644
Licensed by
Symmetry Group Pty Ltd
AFSL 426385