FASEA approved, skilled in Financial Planning, complex Estate Planning, mentoring and compliance. Strong professional with a Business, Accountancy, and Financial Planning qualification completed at Victoria University and Kaplan Business School and Kaplan Professional respectively. Currently undertaking my final subjects in an MBA.
Expertise
My fees
I offer a free initial consultation for potential new clients.
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Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 1
- First year providing advice 2018
- Years of experience 6
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Highest qualification
- Bachelor of Business (Accounting)
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Languages spoken
- English
- Portuguese
Valor Private Wealth Pty Ltd
Westfield Tower 2, Suite 2404, 101 Grafton StBondi Junction, NSW 2022
![Valor Private Wealth Pty Ltd logo](https://resources.adviserratings.com.au/practices/valor-private-wealth-pty-ltd-18010201.jpg)
Licensed by
Valor Financial Group Pty Ltd
AFSL 405452