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.
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Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 2
- First year providing advice 2002
- Years of experience 23
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
South Gippsland Financial Planning
41b Bair StLeongatha, VIC 3953
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Consultum Financial Advisers Pty Ltd
AFSL 230323