I am the Principal/Owner of My Financial Planner Pty Ltd an Authorised Representative of Capstone Financial Planning, a privately owned company not owned by a fund manager, bank or other financial institution. We are located at 9 Keilor Road, North Essendon VIC 3041.I have been practising as a Senior Financial Planner for over 20 years and previously as a Tax Accountant for over 5 years. I am both a Certified Financial Planner and a Certified Practising Accountant. Our Client Value Proposition: Good advice that is professional, easy to understand and achieves great outcomes. We help you define your goals, then transform them into a plan that will allow you to realise your dreams. Our individually tailored review service will help keep you on track to achieve your goals. We can provide advice on: Retirement Planning, Superannuation, Life insurance / Income Protection insurance, Investments and strategic asset allocation, Budget/cash flow management, Salary packaging, Estate planning, Centrelink and Aged Care Advice, Ongoing advice, including regular portfolio reviews.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 2
- First year providing advice 2000
- Years of experience 24
-
Highest qualifications
- Certified Financial Planner (CFP)
- Certified Practicing Accountant (CPA)
-
Languages spoken
- English
- Italian
My Financial Planner Pty Ltd
9 Keilor RoadEssendon, VIC 3040
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Capstone Financial Planning Pty Ltd
AFSL 223135