I am an experienced and values‑based financial adviser providing holistic financial advice to individuals and businesses.
My business Integrity Advice Partners provides personalised, client‑focused advice built on trust, clarity, and long‑term relationships. Our advice is practical, considered, and designed around what matters most to our clients.
I work with clients at all stages of life — from professionals building their financial foundations, to business owners planning for succession, through to retirees seeking confidence and certainty in retirement.
Our advice is thoughtful, transparent, and purposeful, with a strong focus on long‑term outcomes rather than transactions.
As a privately owned and self‑licensed firm, we maintain full accountability for our advice, governance, and client experience.
Holding our own AFSL allows us to operate with integrity, strong compliance standards, and rigorous research processes, free from external influences,
Above all, it enables us to deliver advice with care, integrity, and a long‑term commitment to our clients’ financial wellbeing.
I
Expertise
My fees
I charge an agreed upon flat fee for initial and ongoing advice (if required) based on the level and complexity of the advice involved. I do not charge any asset based fees or receive any commissions or other payments from investment product providers.
Our fee for an initial meeting is $440. Should you engage our services this fee is rebated from the total cost.
Recent reviews
At a glance
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Adviser status
Bronze
- Rating
- Number of reviews 7
- First year providing advice 2008
- Years of experience 18
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Highest qualification
- Graduate Certificate in Business Management
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Language spoken
- English
Integrity Advice Partners Pty Ltd
Suite 8, 22 Stanley StWodonga, VIC 3690 105a Murphy St
Wangaratta, VIC 3677 2 Bridge St E
Benalla, VIC 3672
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Iap Financial Services Pty Ltd
AFSL 700174