I have been assisting my clients in reaching their goals for more than 22 years.
My success as an advisor is derived from a thoughtful & thorough approach to problem-solving & financial advice. My focus is on ensuring clients are provided with well researched, appropriate and strategically sound advice that aims at a balance between maintaining current lifestyle aspirations with attaining desired future outcomes.
I strongly believe in my professional obligations and that my role as a financial planner is to assist my clients in all aspects of their financial life.
I hold a Diploma of Financial Advising, am a FPA Certified Financial Planner (CFP) & am a FASEA accredited advisor. I am an Authorised Representative of Matrix Planning Solutions.
We are generally structured with a flat fee for service fee structure for both Initial & Ongoing advice, however we are happy to discuss alternative fee arrangements and will use insurance commissions where this is more suitable or viable for clients.
- Adviser status Gold
- First year providing advice 2000
- Years of experience 24
- Certified Financial Planner (CFP) Program
- Graduate Diploma of Financial Planning
Speering WealthSuite 3, 126 Terralong St
Kiama, NSW 2533
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Matrix Planning Solutions Ltd