I am the owner and the principal adviser for Financial Horizons. My team and I provide a holistic service, working directly alongside our clients and their loved ones. I work with you to understand every aspect of your current financial situation, what you want to achieve in the future, and build a plan for you to get there. This often involves a mix of strategy conversations with you, as well as detailed research and investigation to come up with a way to best achieve your goals.
Once we get you on the right path, I will work with you to keep you on track and adapt your plan to changing priorities and landscapes over time. In short, when you have a question regarding your finances, you can pick up the phone and give my team and me a call.
I have been in the Financial Services Industry since 1993, operating as an authorised Adviser, and became a shareholder of Financial Horizons in 1995. I had previously worked in a pharmacy, where I worked closely with people with long-term needs and began my love of trying to make a positive change in people's lives.
What I love most is seeing my clients end up in a better position, seeing them realise even the most minor goal, and being able to play a part in this. Walking with them and guiding them through the turbulent times or the pit of uncertainty is just as important to me.
Whilst not at work, I enjoy eating out, socialising with my family (the two and four-legged ones) and friends, and playing any type of cricket-related sport.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 3
- First year providing advice 1993
- Years of experience 31
-
Highest qualification
- Graduate Diploma of Financial Planning
-
Language spoken
- English
Financial Horizons
Cairns Professional Centre, Suite 2, 92-96 Pease StreetManoora, QLD 4870
Licensed by
Lifespan Financial Planning
AFSL 229892