I began work as a graduate accountant with Carrick Ashmead in 1993. Having both born and raised a family locally, I have a strong understanding of the local people and their issues.
With over 30 years of experience in Financial Sevices, as a Fellow CPA specialising in Financial Planning, my knowledge and experience extends beyond tax and accounting to areas of Investment & Superannuation, Retirement Planning, and Income Management as well as Aged Care.
I am a friendly and approachable professional, passionate about building and nurturing strong long-term relationships and making a real difference.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
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Adviser status
Platinum
- Rating
- Number of reviews 24
- First year providing advice 1999
- Years of experience 25
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Highest qualification
- Certified Practicing Accountant (CPA)
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Language spoken
- English
Carrick Aland Wealth Planning Pty Ltd
27 New StreetDalby, QLD 4405
![Carrick Aland Wealth Planning Pty Ltd logo](https://resources.adviserratings.com.au/practices/carrick-aland-wealth-planning-pty-ltd-18001577.jpg)
Opening hours
- 8:30am – 5:00pm Monday – Friday
Licensed by
Millennium3 Financial Services Pty Ltd
AFSL 244252
![Millennium3 Financial Services Pty Ltd logo](https://resources.adviserratings.com.au/licensees/millennium-3-financial-services-pty-ltd-244252.png)