I completed my degrees in 2014 and joined ipac in 2016. I have achieved my Certified Financial Planner designation in 2019 showing my development and commitment to helping clients with their personal goals and objectives.
I enjoy discussing clients’ life stages and asking about the longer terms goals that they have to truly complete wholistic advice for the present and for the future. I am experienced in assisting clients plan for major life changes from the final accumulation years prior their retirement through to managing their retirement needs well after retirement. Most importantly I keep discussions on financial concepts simple and easy to understand so that clients can walk away knowing exactly where their financial future is going.
I believe in a sound financial plan is a cornerstone to navigating inevitable change throughout life and enjoys getting to know clients and their unique story.
I am happy to discuss fees and negotiate fees with clients whether it is initial and once off advice or ongoing advice.
- Adviser status Silver
- Number of reviews 1
- First year providing advice 2016
- Years of experience 7
- Bachelor of Business (Banking and Finance)
- Bachelor of Business (Accounting)
PSK Private WealthLevel 12, 25 Martin Pl
Sydney, NSW 2000
- 9:00am – 5:00pm Monday – Friday
Psk Advisory Services Pty Ltd