I was a successful member of AMPs Horizons new planner intake in 2011. Since 'graduating' from that academy, I have worked successfully as an employed planner, and then took over my own business in 2015. I have had a very successful business in financial planning and have completed all FASEA requirements and professional education undertakings (as they currently stand). My goals are to provide superior advice with a personal touch, and deliver a high level of service to each of my clients. My role as a business owner and the principal financial planner with Y Plan Financial Advice provides me with the opportunity to partner with my clients throughout their lives, while also supporting them during challenging circumstances. We work together to build tailored financial strategies and solutions that suit our clients needs
Expertise
My fees
At a glance
- Adviser status Bronze
- First year providing advice 2011
- Years of experience 13
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Highest qualification
- Bachelor of Economics
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Language spoken
- English
Y Plan Financial Advice
Suite 13, 262 Melbourne StNorth Adelaide, SA 5006
Meeting methods
- In person
- Phone
- Video call
Licensed by
Amp Financial Planning Pty Ltd
AFSL 232706