I specialise in superannuation (inc SMSFs), investment and retirement planning advice and due to this and my previous qualifications, experience and knowledge of the UK Pension environment I am an expert in providing UK Pension Transfer (QROPS) Advice.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
- Adviser status Silver
- First year providing advice 2008
- Years of experience 16
-
Highest qualification
- Advanced Diploma of Financial Planning
-
Language spoken
- English
Vista Financial Services Pty Ltd
10B Commercial RoadSheidow Park, SA 5158
Opening hours
- 9:00am – 1:00pm Friday
- 9:00am – 5:00pm Monday – Tuesday, Thursday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Professional Investment Services Pty Ltd
AFSL 234951