I advise clients to excel in everything they do and inspire them to achieve their dreams.
I have over 30 years experience in the Financial Services Industry, holding an Advanced Diploma in Financial Planning and was awarded Practice of The Year Award 2015 and CEO Award 2017 & 2019 whilst with Elders Financial Planning.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
I charge an ongoing flat fee dependent on the portfolios structure
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 17
- First year providing advice 1995
- Years of experience 27
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Highest qualifications
- SMSF Special Advisor
- Advanced Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Geelong Wealth Advisers Pty Ltd
Ground 3, 23-31 Gheringhap StGeelong, VIC 3220

Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Infocus Securities Australia Pty Ltd
AFSL 236523
