I have been a Financial Adviser & Certified Practising Accountant for 16 years and I love working with preretirees and retirees.
My clients have become my friends and we have very close relationships.
I also am passionate about educating my clients in finance so they really understand their investments and ask questions.
My newer clients are the younger generation saving for their first home. I teach money skills such as budgeting and cashflow that they may have not had the advantage of learning or understood how this affects their life forever.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 3
- First year providing advice 2005
- Years of experience 20
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Highest qualifications
- Bachelor of Economics
- Bachelor of Commerce (Accounting)
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Language spoken
- English
Fiducian Financial Services Townsville
Unit 5, 15-17 Castlemaine StKirwan, QLD 4817

Opening hours
- 9:00am – 4:00pm Monday – Saturday
Meeting methods
- In person
Licensed by
Fiducian Financial Services Pty Ltd
AFSL 231103
