I specialise in superannuation (inc SMSFs), investment and retirement planning advice and due to this and my previous qualifications, experience and knowledge of the UK Pension environment I am an expert in providing UK Pension Transfer (QROPS) Advice.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
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Adviser status
Silver
- First year providing advice 2008
- Years of experience 16
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
Vista Financial Services Pty Ltd
10B Commercial RoadSheidow Park, SA 5158
![Vista Financial Services Pty Ltd logo](https://resources.adviserratings.com.au/practices/vista-financial-services-pty-ltd-18008266.png)
Opening hours
- 9:00am – 1:00pm Friday
- 9:00am – 5:00pm Monday – Tuesday, Thursday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Professional Investment Services Pty Ltd
AFSL 234951
![Professional Investment Services Pty Ltd logo](https://resources.adviserratings.com.au/licensees/professional-investment-services-pty-ltd-234951.jpeg)