I have been working in financial services for over 7 years. I completed the relevant qualifications, FASEA exam and PY program, and have been a Financial Adviser since 2023. Prior to this I was a practicing Chartered Accountant for almost 18 years. I have retained my Chartered Accounting (CA) qualification, so by having this background, I have a deep understanding of accounting structures, superannuation funds, and tax consequences. I enjoy helping clients. I am committed to improving the financial literacy of my clients, and thereby providing them with quality outcomes.
Expertise
My fees
I offer a free initial consultation for potential new clients.
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Recent reviews
At a glance
-
Adviser status
Silver
- Rating
- Number of reviews 2
- First year providing advice 2023
- Years of experience 2
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Foster Raffan iPlan
Level 6, 8 West StNorth Sydney, NSW 2060

Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Fortnum Private Wealth Ltd
AFSL 357306
