I help business owners & professionals manage and optimise their financial capital and protect their human capital. I specialise in Self Managed Super Funds and highly individualised managed investments using direct equities and property.
Expertise
My fees
I offer a free initial consultation for potential new clients.
We are a fee for service practice. We charge a flat fee for initial, ad hoc and ongoing services.
Recent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 2
- First year providing advice 2017
- Years of experience 7
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Highest qualifications
- Master of Business Administration
- Master of Business
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Language spoken
- English
Harvest Financial Group Pty Ltd
Suite 10, Level 2, 1 McLaren StreetNorth Sydney, NSW 2060
![Harvest Financial Group Pty Ltd logo](https://resources.adviserratings.com.au/practices/harvest-financial-group-pty-ltd-18003636.png)
Questra Financial Services
Level 2, 29 Kiora RdMiranda, NSW 2228
![Questra Financial Services logo](https://resources.adviserratings.com.au/practices/questra-financial-services-18012247.png)
Meeting methods
- In person
- Phone
- Video call
Licensed by
Harvest Financial Group Pty Ltd
AFSL 284909
![Harvest Financial Group Pty Ltd logo](https://resources.adviserratings.com.au/licensees/harvest-financial-group-pty-limited-284909.png)