I have enjoyed assisting many people as a financial planner for over 16 years and been employed in the financial services industry for several years prior to becoming a licenced Financial Adviser.
My personal approach to all our clients and the care and guidance I offer has been widely acknowledged.
If you are looking for assistance in reaching your goals in Wealth Creation, Investments, Superannuation, Retirement Living, SMSF, Business and Personal Insurance or have a focus on tax effective investment advice then I would love to talk to you.
My education qualifications and membership of professional associations are:
Bachelor of Science (Mathematics) UNSW
Advanced Diploma of Financial Services (Financial Planning)
A member of The Financial Planning Association of Australia
Registered Tax Practitioner
Justice of the Peace
Please call my office on 02 9899 4555 for us to discuss your personal situation further.
Expertise
My fees
My fees are personally tailored based on the services and requirements of each client. Fees can be a flat dollar amount or a combination of flat dollar fee + % based fee depending on client preference.
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 1
- First year providing advice 2003
- Years of experience 21
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
CKM Advisers Pty Ltd
Suite 203, 2-8 Brookhollow AveBaulkham Hills, NSW 2153
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Matrix Planning Solutions Ltd
AFSL 238256
