I have worked in the Financial Services industry for more than seven years, working across portfolios such as, share trading, lending, strategic financial advice, superannuation and retirement planning, business, group and personal life risk insurances . I am committed to working closely with my personal, small business and professional clients to provide them with personalised customer service and deliver tailored strategic superannuation and life insurance advice and solutions that meet their needs.
Expertise
My fees
I offer a free initial consultation for potential new clients.
At a glance
- Adviser status Bronze
- First year providing advice 2010
- Years of experience 14
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Highest qualification
- Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Capital Managers Pty Ltd
Suite 1, Level 2, 180 Scarborough Beach RdMount Hawthorn, WA 6016
Opening hours
- 8:00am – 4:00pm Monday – Friday
Licensed by
Infocus Securities Australia Pty Ltd
AFSL 236523