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 23
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Highest qualification
- Graduate Diploma of Applied Finance and Investment
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Language spoken
- English
Toro Wealth Pty Ltd
Suite 10, 5 Markeri StMermaid Beach, QLD 4218
Core Value Financial Advice Ltd
Level 13, 50 Cavill AveSurfers Paradise, QLD 4217
Licensed by
Core Value Financial Advice Ltd
AFSL 480387