I am the Founder and Director of GLOW Wealth. We are an experienced team and offer holistic financial planning and strategy advice to our clients.
We chose the name GLOW because:
- We Illuminate the possibilities for our clients
- Our dealings with our clients are warm
- We bring health to our clients' wealth and they GLOW!
Education and qualifications:
Bachelor of Commerce (Economics & Financial Planning) - Curtin. Currently studying a Masters (Financial Planning) - Griffith.
Experience:
I have 16 years experience in the financial services industry and have worked in various capacities as a para-planner, business financial adviser and financial adviser. I have been self-employed for 13 years now as a Director.
I offer a range of insurance, investment, superannuation and retirement strategies.
The first meeting is at no cost to you and is obligation free! It is to see if we can add value and help to achieve your goals.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 18
- First year providing advice 2006
- Years of experience 18
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Highest qualification
- Bachelor of Commerce (Economics and Financial Planning)
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Language spoken
- English
Glow Wealth
55 Lindsay StPerth, WA 6000
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Charter Financial Planning
AFSL 234665