I have been a financial planner with LBW for almost 4 years, but have over 17 years experience within the financial planning industry. I hold the highest financial planning qualifications available. We charge flat fees for our services which we believe provides our clients with significant transparency and simplicity when it comes to managing their financial affairs.
Expertise
My fees
I offer a free initial consultation for potential new clients.
At a glance
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Adviser status
Gold
- First year providing advice 2001
- Years of experience 24
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Highest qualifications
- Graduate Diploma of Applied Finance and Investment
- Certified Financial Planner (CFP)
- Certified Practicing Accountant (CPA)
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Language spoken
- English
LBW Financial Planning
35-37 Gordon AveGeelong West, VIC 3218

Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Lbw Wealth Pty Ltd
AFSL 534569
