I am a Senior Financial Planner and Principal Director of Seed Wealth Australia.
I have been a qualified Financial Planner since 2007 working with one of Australia’s leading financial institutions as a Senior Planner based in Townsville and providing service Australia wide including remote and rural areas. I have comprehensive experience in providing financial advice to clients, and prides himself on providing a high level of professionalism and personal service.
I have always been passionate about finance and financial planning first working in the insurance industry in 1990 before moving on to manage operations with a multinational North Queensland based operation. I completed further studies and have since been employed as a qualified financial planner and assisted clients with meeting their financial and lifestyle goals leading up to retirement and beyond, as well as wealth accumulation and wealth protection. I am also qualified in various specialist areas of financial advice.
I am passionate about ensuring that clients can meet their goals and objectives not only at the present but in the long term. My high level of technical skill garnered through a combination of education and experience, coupled with my personal service ensures that I am able to communicate complex levels of advice in a simple and understandable manner. I pride myself on maintaining long term relationships with clients and keeping client’s best interests at the forefront of what I do.
When not working, I enjoy spending time with my family and maintaining a level of personal fitness.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchI offer a fixed fee for service structure tailored to the scope and complexity of the advice you require.
During our initial consultation, we assess your needs and determine the level of support appropriate for your circumstances.
Following this meeting, a detailed fee estimate is provided in a formal Terms of Engagement letter, allowing you to review all costs before making any commitment.
Your fee reflects the nature and complexity of the advice, along with the time and expertise required to support your financial goals.
A range of flexible payment options is also available to ensure accessibility and transparency throughout the process.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 2
- First year providing advice 2007
- Years of experience 19
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Highest qualification
- Bachelor of Commerce
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Language spoken
- English
Seed Wealth Australia Pty Ltd
Suite 3, 69 Eyre StNorth Ward, QLD 4810
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Seed Wealth Australia Financial Services Pty Ltd
AFSL 548344