We are all on a life journey with curves, peaks and troughs, my approach has always been about respect and honour.
I don't judge circumstances as good or bad but I will analyse and use emotional intelligence and empathy to seek understanding before committing to a solution or strategy. I value education and transperency and delivering strategies to complex concepts in very simple byte size portions.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchOur initial consultation is at our expense, we use this time, approx 45 minutes to get to know one another and understand your circumstances.
We will outline areas we can assist and write a letter of engagement with fees associated with this service and expertise advice.
Once this has been signed, we will make further contact to finalise a strategy and delivery of a Statement of Advice.
At a glance
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Adviser status
Gold
- First year providing advice 1997
- Years of experience 29
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Highest qualification
- Graduate Diploma of Financial Planning
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Languages spoken
- English
- Spanish
Smartmove Advice Pty Ltd
Unit 10-12, 207 Currumburra RdAshmore, QLD 4214
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Smartmove Advice Pty Ltd
AFSL 550455