As a holistic financial advisor with 20 years of experience, I have a breadth of knowledge across multiple financial aspects to bring clarity to my clients, by turning the complex problems into simple ones.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Our fee structure is fixed and agreed before engagement. It is based on the complexity of the work.
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 13
- First year providing advice 2005
- Years of experience 19
-
Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
-
Language spoken
- English
Direct Wealth Pty Ltd
209d Given TerracePaddington, QLD 4064
![Direct Wealth Pty Ltd logo](https://resources.adviserratings.com.au/practices/direct-wealth-pty-ltd-18002297.png)
Opening hours
- 8:00am – 4:00pm Friday
- 8:00am – 6:00pm Monday – Tuesday, Thursday
Meeting methods
- Video call
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221
![Alliance Wealth Pty Ltd logo](https://resources.adviserratings.com.au/licensees/alliance-wealth-pty-ltd-449221.jpg)