I am a financial adviser with over 10 years of industry experience, including more than 5 years assisting clients.
I received my Graduate Diploma of Financial Planning from Deakin University in 2022 and am currently enrolled in the Master of Financial Planning. I believe that everyone deserves to have the financial freedom and security to live the life they want, and I am dedicated to helping my clients achieve this through careful planning and strategic decision-making.
I specialize in a variety of areas, including wealth accumulation, wealth protection, retirement planning, tax planning, debt management and estate planning. I take a holistic approach to financial planning, considering each client's unique goals, risk tolerance, and financial situation to create customized strategies that work for them.
I am a member of the Association of Financial Advisers (AFA) and I am committed to staying up-to-date on the latest developments in the field so that I can provide my clients with the most current and relevant advice.
Outside of financial planning, I enjoy spending time with my partner and our beloved dog, keeping fit, playing golf and watching my football teams, Everton & Essendon.
I would love the opportunity to work with you to help you achieve your financial objectives. Feel free to contact me to schedule a consultation and learn more about how I can help you reach your financial goals.
Expertise
My fees
At a glance
- Adviser status Silver
- First year providing advice 2017
- Years of experience 7
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Smith & Co Planning
Suite 2, 365 Plummer StPort Melbourne, VIC 3207
Opening hours
- 10:00am – 7:00pm Monday – Thursday
- 10:00am – 5:00pm Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Axies Pty. Ltd.
AFSL 339384