I have been practising as a financial planner since 1990 providing advice based solutions to clients. In addition to the qualifications outlined I have also completed various accreditations as required to provide specialised financial planning advice for self-managed superannuation, margin lending and tax (financial) advice. In 1995, I was granted the highest practising membership designation of CERTIFIED FINANCIAL PLANNER® by the Financial Advice Association of Australia (FAAA). I am also a Chartered Retirement Planning Counsellor (CRPC®) and an Accredited Behavioural Finance Professional (ABFP®).
I believe the BEST advice is the RIGHT Advice!
Expertise
My fees
The type of fee charged is dependent on the advice and services to be provided. All fees are outlined and clearly explained prior to engagement of our services. No fee will be charged, or services provided, unless agreed to by you.
At a glance
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Adviser status
Gold
- First year providing advice 1991
- Years of experience 34
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Adelaide Financial Planning
22 Greenhill RdWayville, SA 5034
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Adelaide Financial Planning
AFSL 483663
