My mission is to offer guidance and long term guidance to every client whilst seeing to it that the advice I offer ensures secured financial future. I aim to tackle one thing at a time, keeping financial planning simple and easy to understand - it does not have to be complicated nor expensive to get your financial goals on track and heading toward financial independence. I have been a been a Risk Specialist for 9 years and have assisted financial planning firms with their client’s insurance issues over the past 5 years. With my industry knowledge, and outstanding customer service skills you are in safe hands to sort out your and your families personal insurance and financial matters. In 2014 I opened up a service to help families stay on track with their finances with money management mentoring (keeping accountable to your budget) in order to save and plan for their future. I have now opened my business to full scope of financial advice. I am continue to study to keep up my knowledge and I have an extended team of professionals within the Aspire Wealth and Protection team who can also offer assistance where needed.
Expertise
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 2
- First year providing advice 2009
- Years of experience 15
-
Highest qualification
- Diploma of Financial Planning
-
Language spoken
- English
Rekab Advice
19 Henry StRandwick, NSW 2031
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
LFG Financial Services Ltd
AFSL 227096