I am a Certified Financial Planner (CFP), member of the Financial Planning Association (FPA) and an authorised representative of the Count Financial.
It is imperative to identify a financial plan for ourselves, not for our money. I help people to assess their lives now and provide them with the controls and confidence to achieve their full potential in life (personal and financial goals). It is this holistic perspective that provides peace of mind in knowing that you have a robust strategy for your life plan.
As a financial planner, I assist people with managing the challenges and opportunities presented at the various stages of life such as commencing a new job, marriage, buying a home, birth of a child, purchasing investments, death of a parent and retirement. During this journey I develop long lasting relationships with people and become a trusted source for financial advice.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchRecent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 8
- First year providing advice 2010
- Years of experience 14
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Highest qualification
- Master of Commerce
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Language spoken
- English
Unite Advisory
14 Short St
Port Macquarie, NSW 2444Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Count Financial Limited
AFSL 227232