As an experienced Australian Financial Advice Specialist, I am dedicated to providing holistic, tailored financial guidance to help you achieve your unique goals and secure your financial future. With a particular focus on retirement planning and managing direct equity portfolios for high-net-worth individuals, I bring a wealth of knowledge and expertise to every client engagement.
My approach is centered around understanding your specific needs, aspirations, and risk tolerance, allowing me to craft personalized strategies that align with your long-term objectives. Whether you're looking to optimize your retirement savings, navigate complex tax laws, or build a robust investment portfolio, I am here to guide you every step of the way.
As a specialist in constructing and managing direct equity portfolios, I have a proven track record of helping clients maximize their wealth potential while mitigating risk. By leveraging extensive market research, industry insights, and a disciplined investment philosophy, I strive to deliver consistent, risk-adjusted returns that help you reach your financial milestones.
I understand that financial planning is not just about numbers; it's about empowering you to live the life you envision. That's why I prioritize building long-lasting relationships based on trust, transparency, and open communication. As your trusted advisor, I am committed to being there for you through life's changes, ensuring that your financial plan remains resilient and adaptable.
If you're seeking a dedicated, knowledgeable, and client-centric financial advice specialist to help you navigate the complexities of retirement planning and investment management, I invite you to reach out. Together, we can create a comprehensive roadmap that puts you on the path to financial independence and peace of mind.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Bronze
- First year providing advice 2003
- Years of experience 22
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Highest qualification
- Bachelor of Commerce (Finance)
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Language spoken
- English
Shaw and Partners
Level 28, 111 Eagle StBrisbane City, QLD 4000
Opening hours
- 8:00am – 6:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Shaw and Partners
AFSL 236048