Our aim is to work with you, your business, and your family to identify and diminish the risks that you and your family face.
We help you to ‘mind your own business’ by walking alongside you to provide you with customised risk strategies that are tailored to your current & future needs.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
We need to get to know our clients before we can assess whether we can be of assistance to you. With this in mind our time to collect necessary information to understand your risks is at our cost.
However, where we identify that we can assist and we need to prepare research, advice documentation, consult with other experts to assist in your ideal Risk Navigation Pathway there may be a fee applicable for this work.
At a glance
- Adviser status Bronze
- First year providing advice 2009
- Years of experience 16
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Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Twenty 20 Risk Navigators
6 Hargrave RdLalor Park, NSW 2147
Opening hours
- 9:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Finchley & Kent Pty Ltd
AFSL 555169