I have over 23 years of experience in the financial planning industry, providing holistic comprehensive advice to clients to help them achieve their goals and focusing on what matters to them. Strategic advice including superannuation, retirement planning, investments, SMSF's, annuities, estate planning, personal and business insurance.
My focus is to help client's fine tune their goals, manage their cash flows, guide them through the ever changing landscape and secure the lifestyle they've hoped for.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchA Fee will only apply should clients wish to proceed with advice and are based on the complexity of their financial situation.
At a glance
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Adviser status
Gold
- First year providing advice 2003
- Years of experience 23
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Highest qualification
- Bachelor of Commerce (Banking and Finance)
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Language spoken
- English
Viridian Financial Group Limited
level 1 suite 3 1, 7 Boyle StSutherland, NSW 2232
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Viridian Advisory Pty Ltd
AFSL 476223