Hello there, I am an experienced Financial Adviser who takes the time to listen to you to understand your situation and motivations.
By having open conversations with clients and helping them navigate the complex world of personal risk insurance & retirement planning, I partner with you in achieving your goals.
I have worked in the finance industry for over 20 years, including experience as a stock market operator and have been licensed Australian Financial Adviser since 2013.
I hold a Graduate Diploma of Financial Planning and am passionate about Economics, History, Tottenham Hotspur and the Fremantle Dockers.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 3
- First year providing advice 2013
- Years of experience 13
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Certe Wealth Protection
Level 4, 40 Kings Park RdWest Perth, WA 6005 Level 2, 5 Davidson Terrace
Joondalup, WA 6027 Australia Square Tower, Level 9, 264 George St
Sydney, NSW 2000
Opening hours
- 9:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Video call
Licensed by
Fortnum Private Wealth Ltd
AFSL 357306