I am an Authorised Representative of Charter Financial Planning and have been working with Geographe Financial Group as a Financial Advisor since 2010. I have lived in the Busselton area for over 20 years and have children attending High school in Busselton. I love our Southwest lifestyle and have interests in boating, fishing, diving, camping, kid’s sports, football, running and sailing and am a member of a local Apex Club. I enjoy the relationship with my clients and especially enjoy advising, assisting and guiding my clients in achieving their goals. I work closely with a team of advisors with over 100 years’ of experience between them, along with excellent support staff, to assist in providing to you, quality advice tailored to meet your specific needs and objectives.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 4
- First year providing advice 2010
- Years of experience 14
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
Geographe Financial Group
Unit 3 and 4, Palm Court Arcade, 62 Kent StreetBusselton, WA 6280 7B Parkfield Street
Bunbury, WA 6230
Licensed by
Charter Financial Planning
AFSL 234665