I commenced my financial services career more than 30 years ago which has led me on a fantastic journey where I now own and operate my own financial planning practice. Through my experience and knowledge, I have a passion to place focus on strategies and outcomes to assist my clients to build and protect their lifestyle as they navigate their way through life's planned and unplanned changes. My practice also specialises in Self Managed Superannuation Fund advice for existing and new clients in this growing, but complex area of advice.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
- Adviser status Bronze
- First year providing advice 1989
- Years of experience 35
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
East Coast Financial Planning Pty Ltd
15 Victoria AveBroadbeach, QLD 4218
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
Licensed by
Amp Financial Planning Pty Ltd
AFSL 232706