An experienced financial planner with expertise in developing and successfully implementing campaigns and strategies for a variety of different clients. A financial planner since 1998 expertise includes wealth creation, superannuation, insurance and retirement strategies.
Expertise
At a glance
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Adviser status
Gold
- First year providing advice 1998
- Years of experience 28
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
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Language spoken
- English
Wealth Architects
Suite 2, 424 Warrigal RdMoorabbin, VIC 3189
Licensed by
Bombora Advice Pty Ltd
AFSL 439065