I advise retirees and professionals looking to outsource the burden of financial management to a qualified expert who can save them time and help them sucessfully manage their money.
If you or someone you know needs professional advice to make the most of their money or plan for their retirement please get in touch. You can book a meeting with me at www.fmd.com.au or connect with me on LinkedIn. I’ll always cover the cost of an initial meeting. It’s your chance to see how I can help and if I’m the right adviser for you.
My background
I have been involved in the financial services industry since 1998. Prior to joining FMD Financial in 2007, I held various roles within the superannuation and wealth management areas of a global consulting firm. I hold a Bachelor of Commerce from Deakin University, a Graduate Diploma of Financial Planning and I am a Certified Financial Planner CFP
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Gold
- First year providing advice 2005
- Years of experience 21
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
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Language spoken
- English
FMD Financial
Level 31, 367 Collins StMelbourne, VIC 3000
Meeting methods
- In person
- Phone
- Video call
Licensed by
Fmd Advisory Services Pty Ltd
AFSL 232977