I have a strong desire to make a difference to clients’ lives.
I appreciate that clients have a real need for advice in structuring personal and superannuation investments in the most effective way to enhance personal wealth and meet lifestyle objectives.
I also understand that appropriate life insurance and estate planning are essential to ensure clients’ assets are protected in the worst-case scenario.
In my spare time, I play lawn bowls, acting as Treasurer for my local club and enjoy the outdoors with our two dogs. I also enjoy music, attending concerts and entertaining with friends.
Expertise
My fees
We are happy to discuss fee arrangements for clients looking for long term advice relationships
At a glance
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Adviser status
Silver
- First year providing advice 2009
- Years of experience 17
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Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Wealth Financial
Level 1, 41 Mount StBurnie, TAS 7320 62A Emmett Street
Smithton, TAS 7330 87 Best St
Devonport, TAS 7310
Opening hours
- 8:30am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Charter Financial Planning Limited
AFSL 234665