The reason I became a Financial Adviser was to help people put in place strong financial plans to ensure they are able to live the lifestyle they want, now and in the future.
I enjoy developing long term relationships with my clients and helping them keep their plans on track as their financial circumstances change over time. I’ve worked with mums and dads looking to protect their family, lifestyle and assets, to pre-retirees and retirees wanting to ensure that their money continues to work for them and last throughout retirement.
I’ve lived in Hervey Bay since 1998 and love the relaxed lifestyle that comes with living in such a beautiful area. I have recently married the love of my life so I understand the importance of making sure that my family is financially secure.
Fees are based on a set FinChoice Menu and we have a range of fees and ways to pay.
Myles was FANTASTIC! He was easy to understand and explained everything simply (and enthusiastically), cut out unnecessary fees, saving me thousands and covering me for so much more! Myles also keeps in regular contact, checking up if anything has changed and looks to keep looking at my situation to make sure I'm getting the best cover available.
- Adviser status Silver
- Number of reviews 1
- First year providing advice 2016
- Years of experience 7
- Bachelor of Commerce
Potential Private Wealth Pty Ltd143 Bourbong St
Bundaberg Central, QLD 4670
- 8:00am – 5:00pm Monday – Friday
Alliance Wealth Pty Ltd