I have more than a decade worth of experience working in the finance industry here in Australia and in the United Kingdom. I have a passion for problem-solving and finding creative solutions to meet my client’s goals in an ever-changing global economy. I am fully aware of the value of quality advice and I love nothing more than developing and implementing complex financial strategies.
My qualifications include a Diploma & Advanced Diploma in Financial Planning, a Master of Applied Finance (Financial Planning), and a Bachelor of Science (Hons). I am also an FAAA Member.
Areas that I specialise and in no particular order, are as follows:
- Wealth Management
- High-Net-Worth Financial Planning
- Superannuation & Retirement Planning
- Divorce Financial Planning
- Intergenerational Wealth Transfer
- Personal & Business Insurance Planning
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchWe are happy to discuss our fee arrangements for clients looking for long term financial planning
Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 1
- First year providing advice 2017
- Years of experience 9
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Highest qualification
- Master of Applied Finance (Financial Planning)
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Language spoken
- English
Brisbane Wealth
52 Savage StPinkenba, QLD 4008
Meeting methods
- In person
- Phone
- Video call
Licensed by
Australia National Investment Group Pty Ltd
AFSL 522028