I have been in the Financial Services industry since 1986, varrying from a Banking Background with the Commonwealth Bank in most facets of Banking and Lending, to Financial Advice.
My approach to Advice is Hollistic, and new clients gravitate towards me from recommendations from their colleagues, family and friends.
I care about my clients and relationships and always go the extra mile.
My clients are my partners, and we take this journey together.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
My Statement of Advice fee can vary from basic advice of $750 to more complex advice with SMSF at $3500, with the average advice fee between $1650-$2550 Annual Advice fees range from Nil to $1650. Funds under Management range from 0.5% to 0.65% charged to the asset.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 19
- First year providing advice 2009
- Years of experience 15
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
Prestige Loans and Wealth Creation
16 Jacobina WayForrestfield, WA 6058
Opening hours
- 7:00am – 9:00pm Tuesday – Thursday
Licensed by
Wealth Today Pty Ltd
AFSL 340289