As a seasoned financial services professional, Principal Financial Advisor, and SMSF Specialist Advisor (SSA®), I specialize in holistic wealth management, providing personalized and strategic financial advice to help clients achieve their financial goals. I am a dedicated relationship builder and strategic thinker, committed to delivering tailored financial solutions that offer comprehensive and insightful guidance for long-term success and financial well-being. A passionate Financial Literacy Advocate, I empower clients with the knowledge and confidence to take control of their financial future.
I offer expert advice in Cashflow Planning, Debt Management, Insurance, Investment Advice, Self-Managed Superannuation Funds (SMSF), Taxation Planning, and Retirement Planning. My collaborative approach allows me to work effectively with individuals, families, small to medium enterprises and deceased estates.
Expertise
My fees
At a glance
- Adviser status Gold
- First year providing advice 2005
- Years of experience 19
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Akili Wealth
15 Balmoral CtFrankston South, VIC 3199
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Synchron Advice Pty Ltd
AFSL 243313