I am not just your financial adviser—I am your dedicated financial coach and mentor. At North Financial Group, we are committed to a mission: providing ethical and highly personalised financial advice that consistently exceeds expectations. With my involvement in financial planning since 2002 and more than 20 years of living in the Canberra region, I bring a genuine understanding of the local financial landscape.
Balancing work and family life, being married with three kids, I appreciate the importance of this equilibrium. I believe in collaboration, taking the time to understand your aspirations and the timeframe for achieving them. This personalised approach allows us to deliver services at the highest professional level while maintaining the compassionate touch of a small business. Our first priority is getting to know you.
In my role as your financial coach, I am dedicated to equipping you with the knowledge and skills you need at every stage of your financial journey, empowering you to make informed and effective decisions. I offer a comprehensive range of services, including:
- superannuation advice
- retirement planning
- investment advice
- personal insurance
- loan management and refinance
Your first consultation is on us and carries no obligations. Regardless of your financial aspirations, now is the opportune moment to take that first step towards realising them.
To connect with me and embark on your journey to financial success, please don't hesitate to get in touch today.
Expertise
My fees
At a glance
- Adviser status Platinum
- First year providing advice 2002
- Years of experience 22
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
North Financial Group
490 Northbourne AveDickson, ACT 2602
Meeting methods
- In person
- Phone
- Video call
Licensed by
Nest Advisory Hq Pty Ltd
AFSL 519569