I have worked in the financial services industry since 1991. I have extensive experience in superannuation, investments, personal insurance and several other areas of financial planning. I am passionate about financial planning because it is an interesting and enterprising profession. It affords me the opportunity to use my knowledge and experience to support my clients in maximizing their financial position and achieving their lifestyle goals.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 1
- First year providing advice 1991
- Years of experience 33
-
Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
-
Language spoken
- English
Findex Advice Services Pty Ltd
75 Macleod StBairnsdale, VIC 3875
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Findex Advice Services Pty Ltd
AFSL 243253