As a financial adviser, I am passionate about providing quality advice and solutions personalised to my client's needs.
I commenced my career as a financial adviser in 2003 and have helped hundreds of clients to achieve their goals.
I provide tailored advice to clients to build wealth and protect client's financial wellbeing.
I am a local Toowoomba resident and enjoy sharing my ideas and assisting clients achieve their lifestyle and financial goals before and after retirement.
I specialise in superannuation and retirement planning across both industry funds and government schemes like QSuper. This includes defined benefit schemes, lifetime pensions and accumulation funds.
My aim is to listen to your needs and recommend strategies and products that are in your best interests.
The value of my advice is that you will be in a better position and be able to make more informed choices.
Expertise
My fees
We charge a flat fee for our services and confirm all fees prior to preparing advice. Depending on the type of advice, some fees may be deducted from superannuation.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 16
- First year providing advice 2003
- Years of experience 21
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Highest qualification
- Bachelor of Business
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Language spoken
- English
RetireInvest
647 Ruthven StSouth Toowoomba, QLD 4350 Level 3, 30-34 Hickson Rd
Millers Point, NSW 2000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
RetireInvest
AFSL 238429