Experienced Senior Adviser with a demonstrated history of providing wealthy individuals and families with strategic financial advice tailored to their specific needs. Skilled in Portfolio Management, Risk Management, Independent Financial Advice, Investment Management, and Wealth Accumulation. Strong community and social services professional who is also a CFP Professional with the Financial Planning Association and a Fellow with FINSIA.
Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 1
- First year providing advice 2006
- Years of experience 20
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Highest qualification
- Master of Applied Finance
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Language spoken
- English
Capital Haus
Level 3, 55 Little Collins StMelbourne, VIC 3000
Licensed by
Capital Haus Financial Services Pty Ltd
AFSL 553019