I run Fluid Financial Planning so my clients deal with the person responsible for the business. At Fluid Financial Planning we offer personalised investment, super and insurance solutions. We place your interests first & have our own financial planning licence.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchRecent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 10
- First year providing advice 2002
- Years of experience 23
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Applied Finance and Investment
- Certified Practicing Accountant (CPA)
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Language spoken
- English
Fluid Financial Planning Pty Ltd
Level 8, 8 West St
North Sydney, NSW 2060Opening hours
- 9:00am – 6:00pm Monday – Friday
Licensed by
Fluid Financial Planning Pty Ltd
AFSL 389518