I'm very passionate at helping individuals, families and businesses achieve their financial goals & dreams so they can spend more time on what is important to them.
Getting on top of your finances, taking control of your debt and understanding the various intricacies and ever changing rules of superannuation, tax, investments and financial planning in general can be stressful.
My role is to take the 'complicated' away from my clients and develop and implement a tailored financial plan that meets your specific needs and overall goals.
Should you wish to discuss your financial and lifestyle goals or if you are simply looking for further information and would like to learn more about how I could assist you, please feel free to contact me.
Expertise
My fees
Please do not hesitate to contact us to find our more about our fees. We offer a full complimentary initial meeting. If you decide to proceed with any advice, the initial advice fee will vary depending on the nature and complexity of our financial planning strategies.
At a glance
- Adviser status Platinum
- First year providing advice 2011
- Years of experience 13
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Highest qualification
- Bachelor of Commerce (Finance and Financial Planning)
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Language spoken
- English
H & C Financial Partners Pty Ltd
711 High StKew East, VIC 3102
Licensed by
Synchron Advice Pty Ltd
AFSL 243313