Since commencing my career in financial services, I have gained over 18 years experience in various roles including stockbroking and personal insurance as well as financial planning. I hold a Master's degree from Kaplan professional and am well versed in all areas of advice.
I really enjoy the powerful impact that positive financial planning outcomes can have on clients overall. Building long-term relationships, assisting clients achieve their financial and lifestyle goals whilst reducing the stress that can come with not knowing where to go financially is very rewarding. To me it’s a career I’m passionate about.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 1
- Years of experience 2
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Oakmont Financial Group
Level 3, 220 St Georges TerracePerth, WA 6000
Opening hours
- 8:00am – 4:00pm Monday – Friday
Licensed by
Personal Financial Services Limited
AFSL 234459