My friends tell me that I am passionate about financial services. After being immersed in it for over 30 years you might think some of the fire might burn out but putting our clients in a better position is everything. I worked at an Trustee company for over a decade. A Trustee company is controlled by an act of parliament to act in the best interest of clients. It is in my blood. It's the noble cause that drives me to get out of bed each day.
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 1986
- Years of experience 38
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
Wealth Iq Group Pty Ltd
Unit 8, 435-439 Fullarton RdHighgate, SA 5063
Swm Finance Matters
Unit 8, 435-439 Fullarton RdHighgate, SA 5063
JV Wealth
Suite 8, 435-439 Fullarton RdHighgate, SA 5063
Licensed by
Wealth Iq Group Pty Ltd
AFSL 527880