I have been in the financial services industry for over 10 years. I have extensive knowledge and experience within the industry.
Prior to starting my own practice, Linked Financial Services in 2013, I was the national manager for a large independent financial planning practice.
I am all about looking at what is right for the client, ensuring that the interests of what the client wants to achieve is the primary objective, wanting to work with the clients and make sure they are involved from initial stages right to the end.
As a client, you will be taken through the process in an easy step-by-step manner and he will ensure you are comfortable throughout.
Whether it be a simple enquiry or a more specific strategy you are after, we are very happy to talk to you about the options available.
The advice process at the firm is unique, innovative, relationship-driven, transparent and pro-active. Our approach is centred on knowing what is important to the client. Once this is realised our speciality is to develop a financial plan showing the best path to help achieve what’s important.
I believe in the principles of hard work, integrity, honesty, loyalty, and dedication and we understand that while our clients know how to generate income, our objective is to help them make their income work more efficiently.
Expertise
My fees
We work with our clients to tailor a plan around what they need.
Recent reviews
At a glance
- Adviser status Bronze
- Rating
- Number of reviews 4
- First year providing advice 2011
- Years of experience 13
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
Regatta Financial Pty Ltd
93 Camberwell CctRobina, QLD 4226
Linked Financial Services
93 Camberwell CctRobina, QLD 4226
Opening hours
- 8:00am – 5:00pm Monday – Friday
Licensed by
Boston Reed Pty Ltd
AFSL 225738