With over three decades in the financial planning industry, and 16 years as a Certified Financial Planner, I am passionate about helping people navigate life's complex financial decisions, with clarity, care and confidence. I specialise in areas of investment, superannuation and retirement planning, social security (Centrelink/DVA) and aged care.
As a Certified Financial Planner and member of the Financial Advice Association Australia, I am committed to putting client's interests first, ensuring integrity, objectivity and fairness. I want to make advice available to everyday Australians at any stage in their lives, and empower them to achieve financial security and confidence in their decisions.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Gold
- First year providing advice 2004
- Years of experience 22
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
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Language spoken
- English
S & J Financial Planning Pty Ltd
15 Diana DrBlackburn North, VIC 3130
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Synchron Advice Pty Ltd
AFSL 243313