I am pleased to be part of the team at Wealth Planning Partners and have a particular interest in superannuation & risk protection strategies.
I believe that no finanical plan is complete with taking the time to mitigate the risks that can occur from accident and illnesses.
We assist our clients with The WPP Way: Secure, Build, Succeed.
We are very pleased as a team that some of the profits of Wealth Planning Partners each year support financial literacy and poverty alleviation via The Hunger Project.
I recently completed my Graduate Diploma of Financial Planning with Kaplan.
In my spare time, you can find me riding motorbikes, dirt bikes or working on cars.
Our fees can vary depending on scope and required complexity of advice.
Initial contact is fee and we determine what the fee will be.
Mitch provided me with advice on superannuation, life insurance and tax minimisation strategies in an orderly and understandable fashion. Mitch has maximised my superannuation savings and setup new personal insurances, to make sure my family will be looked after in the event of any tragedies. I would recommend you speak with Mitch if you are curious about superannuation or personal insurances.
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2017
- Years of experience 5
- Graduate Diploma of Financial Planning
- Graduate Certificate in Financial Planning
Wealth Planning Partners Pty LtdSuite 110, Level 1 Eastside, 232 Robina Town Centre Drive
Robina, QLD 4226
- 9:00am – 5:00pm Monday – Thursday
- 9:00am – 3:00pm Friday
- In person
- Video call
Wpp Licensee Services Pty Ltd