I am a Financial Adviser with Wealth and Retirement Solutions, I have been with WRS for over 16 years.
We are a boutique firm, specializing in educating and enabling clients to build wealth, and make smart decisions to reach financial freedom and enjoy retirement.
We offer Investment, Insurance, SMSF, and cash flow strategies to help people reach there desired level of assets and passive income.
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 17
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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
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221