I have worked in the financial services industry since 1990. I joined RI Advice Group in January 2005 and commenced as a financial adviser in July 2005.
Prior to joining RI Advice Group I held various senior management positions in the financial services industry. In 2000 I made the transition into Financial Planning, specialising in Retirement Planning and Investment Advice.
The credentials I hold are a Diploma of Financial Planning, Diploma of Financial Services (Financial Planning) including an Advanced Diploma of Financial Services (Financial Planning). I am an Associate member of the Financial Planning Association of Australia (FPA).
With these qualifications and extensive experience, I am well qualified to help clients to achieve their financial goals.
- Adviser status Silver
- First year providing advice 2000
- Years of experience 22
- Advanced Diploma of Financial Services (Financial Planning)
Personal Wealth SolutionsLevel 1, 72 Goondoon St
Gladstone Central, QLD 4680
- 9:00am – 5:00pm Monday – Friday