A few years ago, I lost ten kilos by changing my habits and sticking to a plan. It’s the same approach I take with financial planning. I help my clients create healthy money habits and a plan to look after their financial health. So, they feel more confident, secure and excited about life.
Working in the financial services industry since 2004, I specialise in helping people from all walks of wealth to plan for the future and explore opportunities to get ahead smarter and faster.
With extensive knowledge of Centrelink, I take the complexity out of claiming government payments (like the Age Pension) and help our clients maximise their entitlements.
I am meticulous with details, making sure I consider solutions from every angle when it comes to helping our clients get into a better financial position.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 12
- First year providing advice 2010
- Years of experience 14
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Highest qualifications
- Bachelor of Business
- Bachelor of Business (Accounting)
- Bachelor of Business (Financial Planning)
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Languages spoken
- English
- Italian
Denaro Wealth
Corporate One, Ground Floor, 84 Hotham StPreston, VIC 3072
Licensed by
Lifespan Financial Planning
AFSL 229892