I’m a financial adviser specialising in aged care and complex advice, assisting and empowering people to effectively manage a variety of transition periods. My work can involve everything that financial advisers do including super, retirement and other financial matters, whilst addressing complex financial and lifestyle obstacles in a holistic way. My focus is to achieve that person’s wishes wherever possible and provide support and guidance to overcome obstacles encountered.
Expertise
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 1
- First year providing advice 2004
- Years of experience 20
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Empower Age Care Strategic Advice
2 Dick StNewcastle West, NSW 2302
Opening hours
- 8:00am – 8:00pm Monday, Thursday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Shartru Wealth Management Pty Ltd
AFSL 422409