With over 25 years in Financial Services I remain passionate about helping people achieve their long term financial goals. Being a Financial Planner for me is about creating relationships of trust where I can support the important decisions my clients make over their financial life.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Recent reviews
At a glance
-
Adviser status
Platinum
- Rating
- Number of reviews 22
- First year providing advice 1997
- Years of experience 27
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Highest qualification
- Bachelor of Economics
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Language spoken
- English
Lake Macquarie Financial Planning
Unit 17, 363 Hillsborough RdWarners Bay, NSW 2282
![Lake Macquarie Financial Planning logo](https://resources.adviserratings.com.au/practices/lake-macquarie-financial-planning-18004592.png)
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Charter Financial Planning
AFSL 234665
![Charter Financial Planning logo](https://resources.adviserratings.com.au/licensees/charter-financial-planning-limited-234665.png)