As a business owner, Director of an Accounting practice and second-generation financial planner I understand the importance of money management. Wealth is to be built, protected and enjoyed. I love helping clients understand their options while providing them with the education they need to make an informed decision. Over my years I have assisted clients with their super, personal life insurance, retirement planning & estate planning. My passion has led me to focus specifically on property. I love working with clients to either purchase their first home or build their investment portfolio.
Expertise
My fees
I offer a free initial consultation for potential new clients.
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Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 3
- First year providing advice 2008
- Years of experience 16
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
Tanti Financial Services
Shop 3, Apollo Shopping Centre, 101 Great Western HighwayEmu Plains, NSW 2750 263 Main St
Lithgow, NSW 2790
Licensed by
Amp Financial Planning Pty Ltd
AFSL 232706