I have been assisting people make smart financial decisions as a financial adviser since 2006. My aim is to help solve individuals financial problems to get what they want, using simple and easy to understand strategies. With the client's financial goals at the centre of every strategy put in place, I endeavour to help clients generate and maintain wealth over time in order to meet their immediate and long term lifestyle plans. Dedicated to providing a friendly, personalised experience, I help all clients remain accountable for their long term financial goals as we believe that this is integral to a person building and protecting their wealth throughout all phases of life.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchThe cost of Ongoing Advice depends on the complexity of the personalised strategy in place.
At a glance
- Adviser status Gold
- First year providing advice 2007
- Years of experience 17
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Endura Private Wealth
Suite 6, 456 High St
Prahran, VIC 3181Opening hours
- 8:00am – 6:00pm Monday – Thursday
- 8:00am – 1:00pm Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Consultum Financial Advisers Pty Ltd
AFSL 230323