I have been an adviser for approximately 19 years, starting out with one of the big 4 banks and then moving into the self employed sector in 2006. I now look after the Geelong and Williamstown offices for Harvest Wealth Pty Ltd.
My favorite part of being an adviser is simplifying the often complex world of retirement planning so that people like my own parents can focus on enjoying the retirement years they have worked so hard for.
Our business, Harvest Wealth Pty Ltd has offices located in Geelong, Williamstown, Shepparton and Mildura and offers a full range of financial planning services at all locations.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
- Adviser status Silver
- First year providing advice 2003
- Years of experience 21
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Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Blackwood Advisory
Suite 17, 240 Pakington StGeelong West, VIC 3218
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Fortnum Private Wealth Ltd
AFSL 357306