I thoroughly enjoy helping clients to define their goals and developing strategies to meet these goals, whether it be transitioning from working to retirement, building wealth or protecting their family’s wealth through the implementation of insurance protection.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Recent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 1
- First year providing advice 2018
- Years of experience 8
-
Highest qualification
- Bachelor of Commerce (Accounting and Financial Planning)
-
Language spoken
- English
Summerville Financial Pty Ltd
152 Fairy StWarrnambool, VIC 3280
Meeting methods
- In person
- Phone
- Video call
Licensed by
Spark Advisors Australia
AFSL 380552