I am both a Certified Financial Planner (CFP) and Fellow Chartered Accountant (FCA) for nearly 20 and 30 years respectively. I combine my skills and experience to provide boutique advice and services that really help my clients achieve their goals. Area's where I can help include business, tax, financial planning, wealth creation, SMSF, business coaching and mentoring. We are working closely with clients in normal times and times of crisis, whether it be;
a divorce,
a family member passing,
tax issues,
the loss of your employment,
where to start your pathway to change,
redundancy
or retirement.
We are here to HELP YOU.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 13
- First year providing advice 2000
- Years of experience 24
-
Highest qualification
- Certified Financial Planner (CFP)
-
Language spoken
- English
King Financial Group NSW Pty Ltd
Suite 202, Level 2, 68 York StSydney, NSW 2000
![King Financial Group NSW Pty Ltd logo](https://resources.adviserratings.com.au/practices/king-financial-group-nsw-pty-ltd-19203391.png)
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Wealth Effect Advisory Pty Ltd
AFSL 514437
![Wealth Effect Advisory Pty Ltd logo](https://resources.adviserratings.com.au/licensees/wealth-effect-advisory-pty-ltd-514437.png)