I have been fortunate to work within a professional, award winning and highly regarded fee for service advice firm since 2016 and have recently completed the newly legislated Professional Year and FASEA education requirements.
Having worked across our Brisbane and Sydney offices, I have learnt the business from the bottom up and am now working with a diverse range of clients out of our Brisbane office.
I particularly enjoy building the client relationship to get a thorough understanding of my clients meaningful goals and objectives that can be worked towards and achieved through holistic financial advice.
With capacity for new clients, I am always open to having an initial discussion to provide guidance and decide if we are a good fit for each other
Recent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 2
- First year providing advice 2020
- Years of experience 5
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Highest qualification
- Bachelor of Commerce (Financial Planning)
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Language spoken
- English
Australian Retirement Trust
Level 28, 266 George StBrisbane, QLD 4000

QInvest
Level 28, 266 George StSpring Hill, QLD 4000

Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Sunsuper Financial Services Pty Ltd
AFSL 227867

QInvest
AFSL 238274
