I am a partner (business owner) in a mid tier accounting firm specialising in strategic financial and wealth management/generation advice (including business valuations), particularly for company directors, SME owners and family businesses. I am known for my knowledge in Self Managed Superannuation establishment/advice and philanthropy structuring.
My team and I discover your goals and objectives, help you get your financial affairs in order, generate/manage your wealth and keep it structured.
The highest compliment we receive is a referral, our service ethos has meant we are a referral built business.
Expertise
My fees
Get in touch
Bespoke, I tailor the fee structure to the client - I do not care how I am paid, as long as I am paid.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 1
- First year providing advice 1996
- Years of experience 28
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Highest qualifications
- Graduate Diploma of Applied Finance and Investment
- Certified Financial Planner (CFP)
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Language spoken
- English
Hlb Mann Judd - Brisbane
Level 15, 66 Eagle StreetBrisbane, QLD 4000
Opening hours
- 8:00am – 5:00pm Monday – Friday
Licensed by
Hlb Mann Judd Wealth Pty Ltd
AFSL 527535