I’m passionate about helping people before and after retirement with their financial needs. This includes strategic retirement planning, wealth creation, financial protection and retirement income.
My experience with Centrelink is extensive as I assist clients with claims, paperwork, changes and any questions they have.
I tailor specific advice to each client in their best interest and educate clients in everyday language on their individual strategies and the impact of relevant legislative changes.
Building trusting, long-term relationships with my clients and ensuring they have peace of mind in retirement, is what I enjoy.
Best advisor! Always knows how to help me save money. Thanks Kel x
- Adviser status Silver
- Number of reviews 1
- First year providing advice 2006
- Years of experience 17
- Master of Financial Planning
Retirestrong Pty Ltd57 Capella Street
Coorparoo, QLD 4151
- 8:00am – 5:00pm Monday – Friday
- In person
Lifespan Financial Planning