With over 30 years of seasoned expertise in financial planning, I specialise in providing comprehensive guidance across various domains of financial security.
My extensive experience encompasses areas such as life insurance, superannuation, and retirement planning. Over the years, I've assisted numerous individuals and families in navigating the complex landscape of financial decision-making, ensuring their long-term stability and prosperity.
Life insurance, a crucial component of a robust financial strategy, is an area where I offer profound insights. I understand that securing your loved ones' future is of paramount importance, and I can help you tailor life insurance solutions that align with your unique circumstances and aspirations.
Superannuation, another integral aspect of financial planning, plays a pivotal role in ensuring a comfortable retirement. With my wealth of knowledge, I can guide you through the intricacies of superannuation, aiding you in making informed choices that pave the way for a financially secure post-work life.
Retirement planning, often a complex and intricate endeavor, is an arena where my experience shines. I am well-versed in the strategies and mechanisms that can enable you to build a sustainable retirement nest egg. Whether you're just starting to think about retirement or you're well on your way, I can provide guidance to help you achieve the retirement lifestyle you desire.
Throughout my three decades in the field, I've witnessed shifts in economic climates, regulatory landscapes, and personal financial goals. This perspective empowers me to provide holistic and adaptable advice that takes into account the dynamic nature of finances. My goal is to collaborate with you, leveraging my knowledge and experience, to devise a financial roadmap that safeguards your present and future aspirations.
Feel free to engage with me to explore how my expertise can be tailored to your specific needs. Together, we can chart a course that leads to financial confidence and peace of mind.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 6
- First year providing advice 2014
- Years of experience 10
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Highest qualification
- Bachelor of Commerce (Financial Planning)
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Language spoken
- English
KSR Private Wealth
Ground Floor, 1 Oxley RdHawthorn, VIC 3122
Opening hours
- 9:00am – 4:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
Meeting methods
- In person
- Phone
- Video call
Licensed by
The Complete Planner Pty Ltd
AFSL 278161