“With over 15 years’ financial planning experience, my passion is working with professionals, business owners and families to support their ambitions of financial security and success.
As a financial adviser, I find the best value I can give to clients is to demonstrate how they can do things differently, in ways they may not have known or thought about, and positively influence their long-term wealth plans.”
Expertise
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 2
- First year providing advice 2003
- Years of experience 21
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Icg Financial Planning Pty Ltd
71 Rathdowne StreetCarlton, VIC 3053
Opening hours
- 9:00am – 4:00pm Monday – Friday
Licensed by
Capstone Financial Planning Pty Ltd
AFSL 223135