I am a passionate Financial Adviser, providing advice to clients in varying life stages. My client base expands from young individuals and couples looking to build wealth over the long term to retirees looking to make the most of their existing superannuation and assets. In addition, I specialise in advice for Veterans and serving members of the Defence Force, knowledgeable in topics including but not limited to VEA, DRCA, MRCA, SRDP, PI and CSC.
My approach to personal financial advice is simple and honest. Upon meeting clients, my first priority is to ensure that my services will be appropriate and beneficial. Once confirmed, I will create personal advice that caters to their needs and goals whilst providing relevant financial education to achieve long term improved habits and understanding.
Expertise
At a glance
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Adviser status
Bronze
- First year providing advice 2021
- Years of experience 4
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Highest qualification
- Master of International Economics and Finance
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Language spoken
- English
Apex Financial Advice
Level 2, 141 Logan RdWoolloongabba, QLD 4102 152 Margaret St
Toowoomba City, QLD 4350
Meeting methods
- In person
- Phone
- Video call
Licensed by
Apex Fsg Pty Ltd
AFSL 539244