Ray is a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years experience in the financial planning industry. He is a LIFE RISK SPECIALIST™ and holds a Bachelor of Commerce in Financial Planning (completed with Distinction) and a Diploma of Finance and Mortgage Broking Management. Ray is also an Aged Care Professional™ completed through Aged Care Steps.
Ray was very knowledgeable, what I really liked about him was his responsiveness and patience in answering any questions I had. He was able to help me sort out my insurances. Highly recommend his services.
Ray has given me advice in Self-funded Aged Pension. He has been able to explain things to me in a clear and explicit manner. Through his knowledge and experience, I feel very confident that the advice given was right for me. Ray is always available to answer my queries either via the phone or emails. Ray has given me his utmost attention and interest! I have no hesitation in recommending Ray to anyone looking for a good financial adviser!
We felt very comfortable with Ray. He understood our limitations and abilities and worked with us throughout the process always taking time to be sure we understood. Very happy to recommend Ray and his staff to anyone.
I found Ray was very helpful every step of the way. He listened to my requests and explained everything in detail to me before I needed to make investment decisions. I would definitely recommend his services.
We finally took the step to see a financial planner to help us with insurance and Ray was great! Clear in his explanation so we could understand it better. Would definitely recommend Ray to family & friends.
- Adviser status Gold
- Number of reviews 12
- First year providing advice 2007
- Years of experience 16
- Certified Financial Planner (CFP)
Fortitude Wealth Partners68 Churchill Ave
Subiaco, WA 6008
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Fortitude Wealth Partners