I commenced as an Associate Financial Adviser with Homestead Financial Group in 2004, and in 2020 was appointed Managing Director. I have an extensive knowledge across a broad range of financial subject matters. My objective is to share my knowledge with my clients to enhance their financial literacy whilst providing a tailored financial plan to meet their goals and objectives.
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 17
- First year providing advice 2004
- Years of experience 20
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Highest qualification
- Bachelor of Business
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Languages spoken
- English
- Italian
Homestead Financial Group Pty Ltd
Unit 1, 19 Synnot StWerribee, VIC 3030 61 Evans St
Sunbury, VIC 3429
![Homestead Financial Group Pty Ltd logo](https://resources.adviserratings.com.au/practices/homestead-financial-group-pty-ltd-18003808.png)
Meeting methods
- In person
- Phone
- Video call
Licensed by
Amp Financial Planning Pty Ltd
AFSL 232706
![Amp Financial Planning Pty Ltd logo](https://resources.adviserratings.com.au/licensees/amp-financial-planning-pty-limited-232706.jpg)