I am a Financial Adviser who is passionate about building strong, long-lasting relationships and assisting people in making good financial decisions.
In doing so, I work closely with clients to create a detailed financial plan based on their specific circumstances. I understand each client as an individual, what money means to them, their goals and future desires.
For me, success is helping people secure their financial well-being and educating them along the journey.
In my spare time, you'll find me playing golf, entertaining the kids, tinkering in the garden and watching the football.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
- Adviser status Gold
- First year providing advice 2013
- Years of experience 11
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Highest qualification
- Bachelor of Business (Finance and Economics)
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Language spoken
- English
Hamilton Morello Financial Planners Pty Ltd
Level 2, 351 Burwood HwyForest Hill, VIC 3131
Meeting methods
- In person
- Phone
- Video call
Licensed by
Hamilton Morello Wealth Solutions Pty Ltd
AFSL 507160