As a financial planner with over 15 years of experience working in wealth management, I specialise in helping professionals and small business owners navigate the complex world of finance to achieve their financial goals. My passion lies in educating clients on the why and how of investments and markets and I believe that by empowering my clients with the knowledge and tools they need, they can make informed decisions that will lead to long-term success.
I have experience in a variety of financial planning areas, including retirement planning, investment management, estate planning, and portfolio administration. Overall, I am dedicated to providing my clients with personalised service, creating customised financial plans that meet their unique needs.
Whether you are just starting out in your career or are a seasoned professional looking to take your finances to the next level, I am here to help. Let's work together to achieve your financial goals and build a secure future for you and your family.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 1
- First year providing advice 2008
- Years of experience 16
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Highest qualification
- Master of Applied Finance (Wealth Management and Investment Management)
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Language spoken
- English
Morgans Financial Ltd
Level 4, 40 McDougall StMilton, QLD 4064
Opening hours
- 8:30am – 5:00pm Monday – Friday
Licensed by
Morgans Financial Ltd
AFSL 235410