I have practiced as a Financial Planner for 25 years, so it's fair to say that I have seen most things.
I'm most proud of the long-term relationships that I have with my clients, who are typically planning to or have already retired.
I help them by providing ongoing advice and assistance to ensure that the appropriate financial structures are in place to support the life that they choose to live.
Expertise
My fees
We offer a cost and obligation free first meeting as an opportunity for us to get to know each other and decide if we would like to work together.
At the end of this meeting, we will summarise for you the types of advice that we feel are appropriate for you, the (fixed) cost and estimated timeframe for delivery. You then have the choice.
At a glance
- Adviser status Gold
- First year providing advice 1998
- Years of experience 26
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Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
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Language spoken
- English
Pillar Tailored Wealth
484 The Entrance RdErina Heights, NSW 2260
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Capstone Financial Planning Pty Ltd
AFSL 223135