We specialize in home loan debt reduction and wealth accumulation, via the correct loan structures and cash flow monitoring. We advise on suitable debt size, managed investments, tax minimization and SMSF. We are a fee for service firm and provide a complimentary initial consultation to discuss you goals, objectives, problems and opportunities. I have completed a Bachelor of Commerce majoring in Financial Planning and Investments from Griffith University and am a recognised Certified Financial Planner with the FPA.
Expertise
My fees
I offer a free initial consultation for potential new clients.
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Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 10
- First year providing advice 2006
- Years of experience 18
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Carwardine Financial Services
180 South Pine RoadEnoggera, QLD 4051
Opening hours
- 8:00am – 5:00pm Monday, Friday
- 8:00am – 7:00pm Tuesday – Thursday
Licensed by
Carwardine Financial Services
AFSL 323462