As a business owner, Director of an Accounting practice and second-generation financial planner I understand the importance of money management. Wealth is to be built, protected and enjoyed. I love helping clients understand their options while providing them with the education they need to make an informed decision. Over my years I have assisted clients with their super, personal life insurance, retirement planning & estate planning. My passion has led me to focus specifically on property. I love working with clients to either purchase their first home or build their investment portfolio.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 3
- 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
Tanti Financial Services
Shop 3, Apollo Shopping Centre, 101 Great Western HighwayEmu Plains, NSW 2750 263 Main St
Lithgow, NSW 2790
![Tanti Financial Services logo](https://resources.adviserratings.com.au/practices/tanti-financial-services-18007735.png)
Licensed by
Amp Financial Planning Pty Ltd
AFSL 232706
![Amp Financial Planning Pty Ltd logo](https://resources.adviserratings.com.au/licensees/amp-financial-planning-pty-limited-232706.jpg)