Hi and thank you for looking at my profile.
I am passionate about helping Australian's reach their goals and dreams in terms of their financial circumstances and objectives.
I have been in the financial planning industry for coming up to 20 years and have hence helped clients through many phases of life from starting out to enjoying retirement, with a key focus on helping clients in their pre retirement and retirement journeys, looking to help clients get from thinking about and preparing for retirement through to enjoying the feet up time of life.
If you would like to have a conversation to see if I can help you out on your journey, please reach out.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 6
- First year providing advice 2006
- Years of experience 20
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Highest qualification
- Bachelor of Accounting
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Language spoken
- English
Bridges Financial Services Pty Ltd
124 Mollison StBendigo, VIC 3550
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Bridges Financial Services Pty Ltd
AFSL 240837