Principal Adviser - Certified Financial Planner & Property Buyers Agent
- Retirement Planning
- Wealth Creation
- Direct Share Portfolio Management
- Property and Mortgage Broking
- Buyers Agent
- Protection Strategies (Personal and Business Protection)
- Budgeting, Money Management, Coaching & Education
- Life Goals and The Big Picture
Here to help with all component of your finances and your lifestyle. Get in touch for a fresh look at your Big Picture.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
No charge for the initial consultation and research. Statement of Advice fees: Basic - $250 Average - $1,500 Complex - $3,900+ Ongoing Financial Advice Ad Hoc - $175 / hour Ongoing - $0 to $10,000+ Ongoing advice fees maybe reduced to $0 due to receipt of any insurance or mortgage commissions.
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 44
- First year providing advice 2009
- Years of experience 15
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Highest qualification
- Master of Applied Finance
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Language spoken
- English
Shire Financial Planning
Level 3, 154 Flora StreetSutherland, NSW 2232
Opening hours
- 8:00am – 3:00pm Saturday
- 8:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Lifespan Financial Planning
AFSL 229892