My approach to advice is designed to simplify your financial decisions, empowering you to make more informed and better choices, assisting you to avoid potential financial mistakes.
I can help you design the life you want. Utilising our Client Wealth Portal you can then seamlessly manage and track your goals & finances.
I am a CERTIFIED FINANCIAL PLANNER ® and am highly skilled at explaining the complex in simple, easy to understand terms. I possess over 15 years experience in dealing with a vast array of clients. Whether you be approaching retirement, a business owner, wanting to grow wealth, ensure your family are OK if something happens to you, help your children financially, fund their education or want to consider a SMSF, I can help.
I focus on education and encourage you to take ownership of your financial future. An objective voice and structured framework will assist you to make sound, confident & smart financial decisions.
Playing a part in the betterment of your life is a privilege & very fulfilling. Seeing the joy at reaching milestones and hearing about the difference my advice has made to your life is very rewarding.
Expertise
My fees
We individually calculate advice fees and provide this detail post your initial Explore meeting with us. It is a fixed fee ($ based) so you know exactly what is involved before deciding to engage our services
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 46
- First year providing advice 2005
- Years of experience 19
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
R&R Wealth Solutions Pty Ltd
Suite 3, 35 Tamara DrCockburn Central, WA 6164
Opening hours
- 9:00am – 4:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
Meeting methods
- In person
- Video call
Licensed by
Sentry Advice Pty Ltd
AFSL 227748