I am a Financial Adviser at Direct Wealth, I hold a graduate diploma in Finacial Planning, and I have over 18 years experience in the role.
I am licenced to provide advice in the following areas, Investment and superannuation advice, Life Insurance and Income Protection, Retirement Planning and Estate Planning.
My aim is to improve my client's financial positions. I do this by working out if you are on track to meeting your goals, and explaining in simple terms what options you have to achieve them.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 1
- First year providing advice 2007
- Years of experience 18
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Direct Wealth Pty Ltd
Suite 1, 321 Sturt StTownsville City, QLD 4810

Opening hours
- 8:30am – 5:00pm Monday – Thursday
- 8:30am – 1:00pm Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221
