Since 1997, I have been helping successful individuals and their families get financially organised. Combining practical experience and formal qualifications with tailored financial advice, clients are empowered to make informed decisions and take appropriate action to create the life they truly want. I am actively involved on a range of community and corporate boards, most recently as a Director of the Self Managed Superannuation Professionals Association (SPAA). I have a range of industry qualifications including Certified Financial Planner (CFP) and Specialist SMSF Advisor (SPAA).
Expertise
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 3
- First year providing advice 1999
- Years of experience 25
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Fitzpatricks Private Wealth Partners
Level 23, 215 Adelaide StBrisbane City, QLD 4000
Licensed by
Fitzpatricks Private Wealth Partners
AFSL 247429