I joined the Tailor-Made Team in November 2023. I hold the esteemed title of Certified Financial Planner, the highest level of certification in this profession that is internationally recognised. I have been providing invaluable advice to clients for over 20 years. My passion lies in helping clients achieve greater enjoyment, freedom, and financial security by creating wealth and minimising risk. My goal centres around delivering exceptional and personalised services to clients in the Wollongong and Milton communities.
When I am not in the office I enjoy spending time with my wife and two teenage children. I enjoy going to the gym and going out for a coffee and walk along the beach with my wife.
Complimentary phone call - If you have questions and wish to speak to one of our Advisers before booking a meeting, we can arrange a complimentary phone call – just call us on 02 4455 7800.
- Adviser status Gold
- First year providing advice 2004
- Years of experience 20
- Master of Commerce (Financial Planning)
Tailor-Made Financial ServicesSuite 10, 65 Princes Hwy
Milton, NSW 2538 Suite 5, 25 Victoria St
Wollongong, NSW 2500 4A Walker St
Bowral, NSW 2576
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Cube Financial Services Pty Ltd