My aim is to assist people that believe and want to be in a better financial position. With the current changes in the finance sector and ever-changing legislation, it's unreasonable for Australians to spend their time researching and keeping up to date on all changes. The Profectus team and myself translate this information to provide professional and ethical advice.
My role is customer focused and I aim to ensure that everyone understands each step that is undertaken to achieve their goals. My previous background working with small businesses, newgrads and startups have strengthened my belief that every Australians dream is unique and as important as each other. This is reflected in the tailored advice, presented to every client.
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
-
Adviser status
Bronze
- First year providing advice 2022
- Years of experience 4
-
Highest qualification
- Master of Financial Planning
-
Language spoken
- English
Aluna Wealth
5 Latrobe TerracePaddington, QLD 4064
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Barchester Financial Services Pty Ltd
AFSL 490348