I have been employed within the financial service industry since 2004 and have been a financial planner since 2010.
Prior to becoming a financial planner, I gained experience working in various roles including administration, portfolio management and paraplanning all with the aim to become a financial planner.
As a financial planner, my goal is to help people become financially comfortable, to reduce financial stress and make for a more enjoyable life.
Matthew always keep a good check on my portfolio and is quick to advise me of any recommendations to buy or sell
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2008
- Years of experience 14
- Bachelor of Commerce (Accounting)
Calm WealthLevel 3, 400 King William St
Adelaide, SA 5000
- 9:00am – 5:00pm Monday – Friday
Consultum Financial Advisers Pty Ltd