Highly experienced financial planner with over 15 years plus in experience. My areas of speciality include financial strategy development, strategy reviews, portfolio management, superannuation management, retirement and estate planning, Centrelink, and insurance as well. I have a proven track record of commercial success, with a strong history of helping clients to meet their lifetime goals. I can construct strategies to booster your retirement account whether you’re a long way from retirement or closer to retirement. My advise will be tailored to your needs and with regular reviews I will make sure that you are on track
Expertise
First meeting is complimentary with no fee. Fee is based on the complexity of advice and will be agreed during the meeting
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 1
- First year providing advice 1999
- Years of experience 24
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Highest qualification
- Bachelor of Arts (Economics)
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Language spoken
- English
R & H Advice and Wealth Management
30 Steels PlSouth Morang, VIC 3752

Opening hours
- 8:30am – 6:00pm Monday – Saturday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Lifespan Financial Planning
AFSL 229892
