With over 20 years' experience as a financial adviser, and with specialist knowledge and experience dealing with aged care and Centrelink, as well as self-managed superannuation funds, I now provide advice primarily focussed on pre and post-retirement planning for individuals and couples as well as providing specialist advice to families and individuals trying to navigate the aged care system. I mainly work with clients in Melbourne, Ballarat and surrounding areas but can work with clients throughout Australia using video conferencing and other technology; my main criteria for agreeing to work with clients is that they see value in advice and are wanting to make their own informed financial decisions.
Expertise
At a glance
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Adviser status
Gold
- First year providing advice 2004
- Years of experience 22
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Highest qualification
- Master of Business Administration
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Language spoken
- English
Withani Retirement Solutions Pty Ltd
Unit 5, 17 St Cedars GroveLake Gardens, VIC 3355
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Video call
Licensed by
Nextplan Financial Pty Ltd
AFSL 452996