Having worked as a financial planner for over 20 years, I have a strong and diverse background that can assist clients across many different financial positions and stages of life . I am CFP qualified planner and hold a Graduate Diploma in Financial Planning.
I’ve been in the industry since 2002 and with this organisation for 17 years, providing a deep and clear understanding of the advice industry in general and the industry super spectrum specifically.
I firmly believe that, as a financial planner, the onus of continual education, growth and learning personally should translate into clear, quality support and advice for clients.
Broadly, whilst the planning process generally deals with financial arrangements, advice should ultimately seek to mix diverse (and sometimes competing) strategies to meet YOUR needs.
That is, I see personal advice as a process that should increase your sense of financial control and choice, whilst also seeking to reduce the level of uncertainty many feel when planning for the future.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 45
- First year providing advice 2003
- Years of experience 21
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
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Language spoken
- English
AustralianSuper Pty Ltd
Level 5, 39 Murray StHobart, TAS 7000 Level 5, 15 Moore St
Canberra, ACT 2601
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Video call
Licensed by
Industry Fund Services Ltd
AFSL 232514