With more than seven years of expertise in the financial industry, I specialize in offering comprehensive advice in superannuation and retirement planning, PSS defined benefit schemes, investments, personal insurance, and aged care solutions.
One of my favourite things about working as a financial adviser is being able to guide people through difficult and challenging stages of life. I believe that good financial advice has the power to dramatically change people’s life for the better. My approach focuses on simplifying complex issues, guiding clients through their unique circumstances, and helping them pave a path towards their financial goals.
Beyond my financial expertise, I am passionate about visual art and music and enjoy spending time outdoors with my family.
Expertise
My fees
Advice fees can vary depending on your needs and circumstances. We can provide an estimate of our advice fees after an initial discussion at no obligation to you.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 15
- First year providing advice 2016
- Years of experience 8
-
Highest qualification
- Bachelor of Arts
-
Language spoken
- English
Aegis Financial Planning
Level 13, 307 Queen StreetBrisbane, QLD 4000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221