Traditional share broking , shares estate management and sale of holdings, Self managed super fund and international shares.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Brokerage on share transactions
At a glance
-
Adviser status
Silver
- First year providing advice 1990
- Years of experience 34
-
Highest qualifications
- ASIC PS146 Compliance (Financial Planning and Superannuation)
- Margin Lending and Geared Investments
- Accredited Derivatives Adviser Level 2
- SDIA Accreditation Program Assessment
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Language spoken
- English
Bell Potter Securities Ltd
Suite 8, 6-12 Bottlebrush AveNoosa Heads, QLD 4567
![Bell Potter Securities Ltd logo](https://resources.adviserratings.com.au/practices/bell-potter-securities-ltd-18001068.png)
Meeting methods
- In person
- Phone
Licensed by
Bell Potter Securities Ltd
AFSL 243480
![Bell Potter Securities Ltd logo](https://resources.adviserratings.com.au/licensees/bell-potter-securities-limited-243480.png)