I am an enthusiastic financial adviser with five years experience at Coastline Advice. We are a leading advice practice that helps clients achieve holistic financial and lifestyle goals. We are passionate about helping people from all walks of life.
Coastline Advice was named practice of the year at the 2022 Astrum awards. Our services include:
- Creating investments.
- Super investing and planning.
- Retirement investing and planning.
- Loans/Lending.
- Life insurances and income protection.
- Age care advice.
- Tax planning.
- Business solutions.
If you would like to chat about any of these feel free to send me a message.
Outside of Coastline, I love to surf, snow board and travel the world meeting new people and experiences.
Expertise
My fees
I offer a free initial consultation for potential new clients.
At a glance
- Adviser status Bronze
- Years of experience 2
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Highest qualification
- Bachelor of Commerce (Accounting and Financial Planning)
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Language spoken
- English
Coastline Advice
Suite 01, 108-110 Surfcoast HighwayTorquay, VIC 3228
Meeting methods
- In person
- Phone
- Video call
Licensed by
Amp Financial Planning Pty Ltd
AFSL 232706