Since 2009, I have offered ongoing strategic advice to clients and was appointed as a Director of Homestead Financial Group in 2017. My aim is to assist you in reaching your retirement income goals through careful planning, sound investments and structured age pension strategies.
As a trusted advisor, I serve two important functions in my clients' lives:
1. Be there to have conversations with the client over time as their life changes.
2. Find good assets that add value, protect the capital as best we can and balance out the portfolio so it’s delivering consistent returns over time.
My areas of expertise include:
- Retirement planning
- Managed and direct investments
- Centrelink advice
- Estate planning
In my leisure time, I enjoy music, cinema, theatre and watching St Kilda AFL games.
Expertise
My fees
All initial consultations with potential new clients are a 30 minute phone consultation.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 19
- First year providing advice 2005
- Years of experience 20
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Homestead Financial Group Pty Ltd
Unit 1, 19 Synnot StWerribee, VIC 3030
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Amp Financial Planning Pty Ltd
AFSL 232706