Hi there, thankyou for seeking a view of my profile. I am passionate about making a difference in peoples lives through my role as your financial adviser. Guiding you through uncertain times, making the most of what is ahead for you and assisting you in achieving your goals is my intention as your adviser.
I have an easy going and friendly nature along with a professional approach to financial advice and building strong relationships. I make a positive impact on people's lives today and tomorrow.
I have 2 boys Noah and Levi and married to my partner, Kate. I enjoy surfing, training, playing touch football, being involved with the boys sports and good times with family and friends.
Why Financial Advice Matters:
Personal financial advice can mean different things to different people. For us, it's about helping our clients build, protect, and manage their wealth through their entire life journey.
It means really getting to know our clients, having meaningful conversation and uncovering their goals and aspirations, and together, implementing a plan towards achieving these goals.
Importantly, it's then about regularly revisiting the plan, keeping our clients in control of their situation, and acting as the accountability coach to keep them on track.
Please also see our Google Reviews via the below Link (Copy and Paste into your search):
https://www.google.com/search?q=financial+advice+matters+robina+google+review&rlz=1C1GCEA\_enAU867AU867&sxsrf=AOaemvLBrZt504EibJeIyThi3cq1CsXUeA%3A1634002002635&ei=UuRkYZqWJoLe1sQPp9uJ4Aw&ved=0ahUKEwiah7fn28PzAhUCr5UCHadtAswQ4dUDCA4&uact=5&oq=financial+advice+matters+robina+google+review&gs\_lcp=Cgdnd3Mtd2l6EAMyBQghEKABOgcIIxCwAxAnOgcIABBHELADOgYIABAWEB46BwghEAoQoAE6BQgAEM0CSgQIQRgAUL0xWJN5YN99aAhwAngAgAHoAYgByB-SAQYwLjE0LjeYAQCgAQHIAQTAAQE&sclient=gws-wiz#
Expertise
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 2
- First year providing advice 2007
- Years of experience 17
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Centaur Financial Services Pty Ltd
The Rocket, Suite 11 03, 203 Robina Town Centre DrRobina, QLD 4226
Licensed by
Australian Advice Network Pty Ltd
AFSL 472901