I am the principal for the Wealth Dept at LDB – a fully integrated financial services firm based in Blackburn in the Eastern Suburbs of Melbourne. We have our own Australian Financial Services License and provide advice on a broad range of areas including strategic advice, investment selection and management, retirement planning, personal insurances and aged care. We take great pride in assisting our clients to create, grow, protect, manage and then enjoy their wealth.
I have been providing financial advice for nearly 30 years and over that time I have assisted many clients, from all sorts of backgrounds and situations, to achieve their desired level of financial security to enable them to achieve their lifestyle goals.
With a strong focus on retirement planning and direct investment - I enjoy working with clients to help guide them over time to make the most of their finances and navigate the complexity of financial markets and investments opportunities.
I hold a degree in Commerce, post graduate qualifications in Applied Finance and Investment aswell as the Diploma of Financial Planning and I am a Certified SMSF specialist.
I welcome the opportunity to discuss your situation in a cost and obligation free meeting to see how I may be able to help you aswell.
Expertise
My fees
I charge clients a direct fee for service. What is charged always depends on the advice sought and ongoing relationship. My starting point is only to provide advice where I can add value over and above the cost of my services.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 2
- First year providing advice 1999
- Years of experience 26
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Highest qualification
- Graduate Diploma of Applied Finance and Investment
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Language spoken
- English
LDB Wealth Solutions Pty Ltd
1-3 Albert StBlackburn, VIC 3130
Opening hours
- 9:00am – 5:00pm Tuesday, Thursday
- 9:00am – 5:30pm Monday, Wednesday, Friday
Licensed by
LDB Wealth Solutions Pty Ltd
AFSL 437164