I have been a qualified practicing Financial Planner for over 20 years offering holistic advice in all areas of the industry from Super to Investment to Personal Risk insurance and retirement planning. My focus is on those clients approaching and in Retirement who are seeking comprehensive advice to help them attain their very best retirement outcome. I am passionate about providing excellent customer service and making sure my clients are fully informed and understanding of my advice so they achieve the lifestyle they desire in retirement.
I offer an obligation free first appointment whether face to face, zoom/teams or phone call which ever suits. This gives clients an opportunity to meet me and discuss their advice needs and how my professional services may assist them.
- Adviser status Silver
- First year providing advice 2004
- Years of experience 20
- Graduate Diploma of Financial Planning
- Graduate Diploma of Applied Finance and Investment
Claritude Financial Planning27 Harefield St
Indooroopilly, QLD 4068
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call