We provide thoughtful, personal financial advice to Brisbane families. Talk to us to grow your wealth and meet goals, while also enjoying life right now.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchWhen you sign an Initial Advice Engagement Agreement with us we agree to gather the facts about your situation and then have one or more strategy meetings with you to consider alternatives. We then prepare a Statement of Advice with our recommendations and let you consider it. We then implement your decisions. The initial fee of $2,950 also cover 12 months ongoing advice.
Recent reviews
At a glance
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Adviser status
Gold
- Rating
- Number of reviews 9
- First year providing advice 2005
- Years of experience 17
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Highest qualifications
- Postgraduate Diploma of Management
- Certified Financial Planner (CFP)
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Language spoken
- English
My Fortress Milton
10 Dorsey StMilton, QLD 4064

Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
My Fortress Pty Ltd
AFSL 508806