I am a self licensed Financial Adviser and one of Australia's few Financial Life Planners.
My aim is to gain a better understanding of you, help you identify your values and priorities and determine how we can help you make better decisions with your money and bring you closer to living your ideal life.
In 2016, I won AFA (Association of Financial Advisers) Adviser of the Year award amongst a group of esteemed financial advisers. The multi-stage screening process for the award takes several months and includes a 60 minute interview, 4 hour site visit and an independently conducted survey of all our clients by the Beddoes Institute.
We received top scores on our Client Experience Survey with 9+ out of 10 for categories such as Unbiased Advice, Reliable and Delivering on Promises.
We are committed to listening, understanding your financial objectives, creating a plan that maximises your potential to succeed and keeping you on track.
Privately owned business + No external influence = Advice in Your Best Interest.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchLet's spend 5 minutes on the phone to see if we are a good fit.
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 38
- First year providing advice 2003
- Years of experience 21
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Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
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Language spoken
- English
Align Financial Pty Ltd
Suite 10, 12 Rickard RoadNorth Narrabeen, NSW 2101
Opening hours
- 8:00am – 5:00pm Wednesday
- 9:00am – 3:00pm Friday
- 9:00am – 5:00pm Monday – Tuesday, Thursday
Licensed by
Align Financial Pty Ltd
AFSL 287347