I have been a qualified financial advisor for over 23 years and the last 10 years I have specialised in Aged Care Financial Advice which I am very passionate about.
I also have a lot of experience in Retirement planning and Centrelink advice which is another area that clients reach out to me for.
I have a mobile office that I travel to your homes for your convenience.
Prior to financial planning I worked in various roles in Funds Management & Stockbroking for 17 years.
Expertise
My fees
Offer an initial 2 hour consultation for a set fee.
Recent reviews
At a glance
-
Adviser status
Silver
- Rating
- Number of reviews 1
- First year providing advice 2003
- Years of experience 23
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Primecare Financial Planning Pty. Ltd.
Suite 302, 685 Burke RdCamberwell, VIC 3124 291 High St
Templestowe Lower, VIC 3107
Meeting methods
- In person
- Phone
- Video call
Licensed by
Primecare Financial Planning Pty. Ltd.
AFSL 473141