Hello, I am an Senior Financial Advisor with many years of experience in assisting clients to achieve their financial goals. I come from an investment based background and have a strong focus on Wealth Creation and Self Managed Superannuation. I like to establish long term relationships with my clients with a view to assisting them throughout various life stages. I welcome the opportunity for a cost and obligation free meeting to see how I can assist you with any aspect of your financial situation.
Expertise
My fees
I charge clients a direct fee for service. What is charged always depends on the advice sought and ongoing relationship. My starting point is only to provide advice where I can add value over and above the cost of my services.
At a glance
- Adviser status Gold
- First year providing advice 1999
- Years of experience 25
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Highest qualification
- Graduate Diploma of Applied Finance and Investment
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Language spoken
- English
LDB Wealth Solutions Pty Ltd
1-3 Albert StBlackburn, VIC 3130
Opening hours
- 9:00am – 5:00pm Tuesday, Thursday
- 9:00am – 6:00pm Monday, Wednesday, Friday
Licensed by
LDB Wealth Solutions Pty Ltd
AFSL 437164