With extensive experience as a Certified Financial Planner(R), I am dedicated to help build a secure financial future for my customers. My aim is to provide friendly, professional service and advice whilst focusing on my customer's needs. As a Partner and Senior Adviser with South Gippsland Financial Planning we aim to assist clients to grow wealth for future enjoyment through a wide range of practical financial planning strategies. By delivering on our promise of outstanding levels of service, we build lasting relationships with our clients. We are a friendly, professional team dedicated to focusing on customer needs and assisting you with making the right financial decisions.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
-
Adviser status
Platinum
- Rating
- Number of reviews 2
- First year providing advice 2002
- Years of experience 22
-
Highest qualification
- Graduate Diploma of Financial Planning
-
Language spoken
- English
South Gippsland Financial Planning
41b Bair StLeongatha, VIC 3953
![South Gippsland Financial Planning logo](https://resources.adviserratings.com.au/practices/south-gippsland-financial-planning-19203433.png)
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Consultum Financial Advisers Pty Ltd
AFSL 230323
![Consultum Financial Advisers Pty Ltd logo](https://resources.adviserratings.com.au/licensees/consultum-financial-advisers-pty-ltd-230323.png)