Financial Planner specialising in wealth management, retirement planning, superannuation and risk management.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
I charge a mixture of asset base fees and fixed fees depending on the complexity of the advice. I always discus my fees with my clients before proceeding with any recommendation.
At a glance
- Adviser status Silver
- First year providing advice 2010
- Years of experience 14
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Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Wealth Beyond Money Pty Ltd
70 King William StKent Town, SA 5067
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Gps Wealth Ltd
AFSL 254544