Registered Tax Agent for 31 years.
Licensed financial adviser for 19 years.
Effective 11/12/2019 licensed with privately owned, national licensee Capstone Financial Planning Pty Ltd. The most professional organisation that I have ever had the good fortune to be involved with.
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 1
- First year providing advice 2000
- Years of experience 24
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Highest qualification
- Bachelor of Commerce (Accounting, Finance and Systems)
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Language spoken
- English
The Adlam Group
Level 1, 2 Progress AvenueEastwood, NSW 2122
![The Adlam Group logo](https://resources.adviserratings.com.au/practices/the-adlam-group-18013030.jpg)
Licensed by
Capstone Financial Planning Pty Ltd
AFSL 223135
![Capstone Financial Planning Pty Ltd logo](https://resources.adviserratings.com.au/licensees/capstone-financial-planning-pty-ltd-223135.png)