I am an independent financial adviser with a focus on providing affordable, customised advice to individuals and families.
I have worked in the financial services industry for over 25 years and have been a financial adviser for 11 years.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
- Adviser status Gold
- First year providing advice 2005
- Years of experience 19
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Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
- Graduate Diploma of Applied Finance and Investment
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Language spoken
- English
Custodia Wealth Solutions
Suite 106, 999 Nepean HwyMoorabbin, VIC 3189
Opening hours
- 8:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Custodia Wealth Solutions Pty Ltd
AFSL 527745