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out of 5 starsVideos
My Expertise
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Budgeting
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COVID-19 Early Super Access PRO BONO
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COVID-19 Financial Hardship
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Government Assistance
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Growing Assets
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Insurance & Protection
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Managing Debt
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Redundancy
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Retirement Planning
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Self Managed Super Funds
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Small Business Advice
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Superannuation
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Tax Strategies
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Wills & Estate
Key information
- Adviser rating
- Gold
- Years Experience
- 21 Years
- Highest qualification
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Certified Financial Planner (CFP)
- Industry Memberships
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4 total
- Address
- 495-497 Princes Hwy
Fairy Meadow, NSW, 2519 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
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Company
Innovus Advice Solutions
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Professional Investment Services Pty Ltd
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Licensee owned by
CENTREPOINT WEALTH PTY LTD
My Qualifications
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Certified Financial Planner (CFP) (2014)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Financial Planning Association (FPA)
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Certificate IV in Financial Services (Finance and Mortgage Broking) (2014)
Level of Qualification: Level 4 - Certificate IV
Institution: AAMC Training Group
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Margin Lending (2010)
Level of Qualification: Training / Exam / Other
Institution: Pinnacle Financial Services Academy
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Self Managed Superannuation Funds (SMSF) (2010)
Level of Qualification: Training / Exam / Other
Institution: Pinnacle Financial Services Academy
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Australian Securities Exchange Securities (2010)
Level of Qualification: Training / Exam / Other
Institution: LPAC Online
My Memberships
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Taxation Institute of Australia (TIA)
Level of Membership:
Associate
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Financial Planning Association (FPA)
Level of Membership:
AFP
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Certified Practising Accountants Australia (CPA)
Level of Membership:
Associate
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Governance Institute of Australia
Level of Membership:
Member
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
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N/A
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I'm committed to providing quality service and meeting your needs.
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