I am an independent financial planner providing advice to successful families. I work with a very small number of families looking for high-quality independent advice.
Business owners and retired business owners make up most of my clients.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 2
- First year providing advice 2002
- Years of experience 22
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Tupicoffs Pty Ltd
Level 11, 410 Ann StreetBrisbane, QLD 4000
Opening hours
- 8:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Tupicoffs Pty Ltd
AFSL 302670