Hi,
I have 30 years’ experience in business management and over 18 years’ experience as a financial advisor.
Maybe that makes me old. But I have learnt a lot along the way.
My expertise lies in aged care financial strategies, wealth accumulation, retirement planning and investment portfolios. I am adept at explaining complex financial strategies in terms that my clients can appreciate and understand.
I frequently give presentations on complex aged care financial advice strategies.
But my passion is helping clients make the best financial decisions for them and their family.
Expertise
Recent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 1
- First year providing advice 2001
- Years of experience 22
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Highest qualification
- Graduate Diploma of Applied Finance and Investment
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Language spoken
- English
Toro Wealth Pty Ltd
Level 13, 50 Cavill AveSurfers Paradise, QLD 4217

Core Value Financial Advice Ltd
Level 13, 50 Cavill AveSurfers Paradise, QLD 4217
Licensed by
Core Value Financial Advice Ltd
AFSL 480387
