Since working in the financial services industry since 2007, and being a financial adviser from 2011, my greatest achievement is working with my clients and seeing them evolve to truly live and achieve what they set out to do from both a lifestyle and financial perspective.
I facilitate and run up to 30 workshops a year for existing clients, the general public and corporate organisations to help every day people understand how best to manage their money, invest for their future needs, understand how to reduce or utilise debt and overall get the balance right about enjoy today but planning for tomorrow.
The relationships I have with my clients speaks for itself with many referring their family and friends on an ongoing basis to ensure they to also have a lifestyle plan.
Expertise
My fees
I offer a range of services to clients and pending on the complexity and needs of the advice, as well as how much a client wishes to implement themselves, my fixed fee structure has various levels to provide the most value to the client based on their needs
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 63
- First year providing advice 2011
- Years of experience 13
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Milestone Financial Services Pty Ltd
12a Thesiger CtDeakin, ACT 2600
Opening hours
- 9:00am – 6:00pm Monday – Friday
Licensed by
Amp Financial Planning Pty Ltd
AFSL 232706