I've been working in the financial planning and banking sector since 1999.
My qualifications include Certificate IV in Financial Services, the Advanced Diploma of Financial Planning and a Bachelor of Business degree, majoring in Business Management & Human Resource Management.
In 2014 I also became a Certified Financial Planner (CFP).
I enjoy bringing value to my clients so they can achieve their financial goals and lifestyle objectives.
I'm incredibly passionate about what I do.
Call me for a free initial consultation.
Expertise
My fees
There is no charge for the initial meeting. Following this meeting I will send you a proposal outlining the fee to prepare a Statement of Advice (SOA). Ongoing fees are dependent on the services required - these will be outlined in your SOA.
I charge fixed dollar fees for the services provided.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 6
- First year providing advice 2010
- Years of experience 14
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
PSK Private Wealth
Enterprise 1, Suite 4, Ground Floor, Innovation Campus - Squires wayNorth Wollongong, NSW 2500
Opening hours
- 8:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Psk Advisory Services Pty Ltd
AFSL 234656