After leaving the accounting profession, I studied and became a Financial Planner and have been practising Financial Planning for about 30 years.
My experience includes being a Senior Adviser and Associate Director at one of the largest Financial Planning firms in Australia where I worked for almost 20 years.
I am now the Principal and Senior Planner of my own practice with our own AFSL. We are not tied or owned by any instituation.
Our practise comprises of 9 staff.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
I charge a fee for the SOA and a fee for ongoing service. I give the client the choice to have the ongoing fees charged as a % of funds under advice or a fixed fee
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 11
- First year providing advice 2003
- Years of experience 21
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Highest qualifications
- Diploma of Accounting
- Diploma of Financial Planning (1-8)
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Language spoken
- English
Fts Financial Planning Pty Ltd
Westfield Tower 2, Suite 1302, Level 13, 101 Grafton StreetBondi Junction, NSW 2022
Licensed by
Fts Financial Services Pty Ltd
AFSL 351527