I am a Financial Planner working 7 years in the Financial Services Industry. My focus is on delivering exceptional customer service to clients and providing holistic financial advice covering all areas.
I believe that educating clients and creating a long-term financial plan ensures clients remain on track with their goals and increases their financial awareness throughout the various stages of their life.
Expertise
At a glance
-
Adviser status
Bronze
- First year providing advice 2018
- Years of experience 7
-
Highest qualification
- Bachelor of Commerce
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Language spoken
- English
CWP Solutions
Office 2, 420 Spencer StWest Melbourne, VIC 3003 suite 5, 115 Hawthorn Rd
Caulfield North, VIC 3161 367 Greensborough Rd
Watsonia, VIC 3087

Meeting methods
- In person
- Phone
- Video call
Licensed by
Wealth Services Partners Pty Ltd
AFSL 535126