I'm passionate about helping people improve their financial position so they can concentrate on what is important to them, such as their family and realising their future personal goals.
I specialise in working with people who have families to protect and those saving for retirement. I also work with people in retirement to maximise their income and obtain government benefits.
Why am I able to do this? I have over 21 years experience in helping my clients reach their goals, protect their families and retire in the best possible shape. Ultimately I provide greater certainty and peace of mind about my clients' financial future.
Prior to becoming a Financial Adviser I had a 17 year career in financial services working as an Economist, Banker and Fund Manager. I have 3 degrees in Accounting, Economics and Business Administration. I also have post graduate qualifications including the CFP (Certified Financial Planner) designation.
All my current clients value the help my team and I have provided over the years and they can count on us to assist them and their families in years to come.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchOur fees are tailored according to the work we need to undertake.
Recent reviews
At a glance
-
Adviser status
Platinum
- Rating
- Number of reviews 6
- First year providing advice 1998
- Years of experience 27
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Highest qualification
- Master of Business Administration
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Language spoken
- English
IFA Wealth
Suite 5.02, Level 5, 448 Saint Kilda RoadMelbourne, VIC 3004
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Ifa Licencing Services Pty Ltd
AFSL 555056