I have extensive experience in the financial planning industry, since 2003. I put my clients' needs first to ensure they can manage, grow and protect their wealth. My aim is to provide ethical and personalised advice and service to support you towards achieving your goals. As your financial coach, I’ll equip you with the skills and knowledge you need each step of the journey, to make better financial decisions.
I can help you with all aspects of your finances, including investments, superannuation, retirement planning, personal insurance, aged care and Centrelink.
Your first meeting is at no cost and is obligation free. So no matter what your goals are, now is the time to get started on the path to where you want to be.
- Adviser status Gold
- First year providing advice 2003
- Years of experience 21
- Certified Financial Planner (CFP)
Abacus Wealth SolutionsSuite 1, 43-45 Memorial Avenue
Liverpool, NSW 2170