My goal is to help individual people and businesses achieve financial freedom. I believe there are three main attributes required when looking for a financial planner. They must be honest, trustworthy and most importantly; relatable. By being relatable, your adviser can tailor his approach and communication style to best accommodate your specific needs and requirements. This can also include customising a specific service offering that is unique for you at your stage of life.
Expertise
My fees
We are happy to look at different fee structures for each clients specific needs and circumstances. There is no cost for an initial consultation(s). Typically, a initial Statement of Advice (SOA) will be required eventually to provide formal recommendations and this can cost between $2,750 - $4,400 including GST.
Recent reviews
At a glance
-
Adviser status
Platinum
- Rating
- Number of reviews 62
- First year providing advice 2004
- Years of experience 21
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
First Financial Pty Ltd
Level 9, 90 Collins StMelbourne, VIC 3000

Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
First Financial Pty Ltd
AFSL 481098
