I have more than ten years’ experience in financial services, including income tax.
My specific interests and areas of knowledge include:-
- Superannuation & Retirement Planning;
- Wealth Creation & Tax-Effective Investment Strategies;
- Personal Insurance;
- Estate Planning; and
- Cash Flow Management & Budgeting.
Expertise
At a glance
-
Adviser status
Bronze
- First year providing advice 2018
- Years of experience 8
-
Highest qualification
- Master of Taxation
-
Language spoken
- English
J Dingle Financial Services
Unit 33, 15-17 Terminus StCastle Hill, NSW 2154
Meeting methods
- In person
- Phone
- Video call
Licensed by
Lifespan Financial Planning
AFSL 229892