We create strategies and structures that take the hassle out of managing your finances, to help build and protect your wealth, so that you can attain financial independence.
I am member of the Association of Financial Advisers (AFA) and is registered with the Tax Practitioners Board as a Tax (financial) Adviser. I also has a double degree in Finance and Economics, hold a Diploma and also an Advanced Diploma in Financial Planning, as well as a Diploma in Finance & Mortgage Broking.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
We can provide an initial phone consultation to find out if we can help you. From there we can then arrange a meeting to find out more about yourself and discuss how we can help.
At a glance
- Adviser status Gold
- First year providing advice 2008
- Years of experience 16
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Highest qualification
- Graduate Diploma of Financial Planning (Advanced)
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Language spoken
- English
Concord Wealth Pty Ltd
14 Vilberie CloseKiara, WA 6054
Opening hours
- 9:00am – 3:30pm Friday
- 9:00am – 5:00pm Monday – Thursday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Synchron Advice Pty Ltd
AFSL 243313