I commenced my career as a financial adviser in 2000 and became an authorised representative of Financial Design Group on 20 January 2025.
I hold the following qualifications:
- Advanced Diploma of Financial Services
(Financial Planning)
- Graduate Diploma of Financial Planning
I have met the following Financial Advisers Standards and Ethics Authority (FASEA) requirements:
- Passed the Financial Advisers Exam
I am authorised to provide the following financial services:
- Superannuation and Retirement Planning
- Wealth Creation and Investments
- Wealth Protection
What I find most rewarding about financial planning is the opportunity to bring clarity and cohesion to a client’s financial landscape. Every plan is uniquely tailored, and there’s a deep sense of fulfillment in helping clients see their complete financial picture come together. With experience spanning both the technical and personal dimensions of financial advice, I offer a well-rounded perspective that strengthens every client relationship.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Silver
- First year providing advice 2004
- Years of experience 21
-
Highest qualification
- Graduate Diploma of Financial Planning
-
Language spoken
- English
JEM Wealth
447 Ipswich RdAnnerley, QLD 4103 69 Herries St
East Toowoomba, QLD 4350 Level 8, 54 Park St
Sydney, NSW 2000
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Financial Design Group Pty Ltd
AFSL 532369