In my role as a financial adviser I enjoy working with clients to find out what is important to them. By spending time to get to know my clients I can provide a tailored solution that meets both their lifestyle and financial goals. My areas of specialisation include:
- Budgeting and Cash Flow
- Investment advice
- Superannuation and SMSF
- Retirement planning
- Personal Insurance and risk management
- Aged Care
- Centrelink
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchRecent reviews
At a glance
-
Adviser status
Platinum
- Rating
- Number of reviews 11
- First year providing advice 2005
- Years of experience 21
-
Highest qualification
- Certified Financial Planner (CFP)
-
Language spoken
- English
Beach Wealth Advisers
71 Roslyn RdBelmont, VIC 3216 1a, 75 Hitchcock Ave
Barwon Heads, VIC 3227
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Sgn Financial Pty Ltd
AFSL 490523