I started in the financial services industry back in 1994. I ran a practise in the UK for over 10 years and moved back to Perth in 2007 and continued working in the industry.
Why me I hear you ask? I could spend hours telling you about my life and my qualifications but that is not the reason. The reason is simply because I care. I do the job I do because I love
- helping people.
- thinking of new and interesting ways that I can make their lives better.
- helping to make the complicated simple and giving my clients clarity and control of their lives.
- being the listening ear to clients that have recently seperated.
- helping clients get financially fit and healthy.
- knowing I have in place the right amount of cover at claim time so that clients can focus on getting better rather than focusing on paying bills.
- that I make them think about their future.
- helping them with their own vision.
Expertise
My fees
I offer a free initial consultation for potential new clients.
At a glance
-
Adviser status
Gold
- First year providing advice 2009
- Years of experience 17
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
FMB Financial Planners
Suite 3, Level 1, 317 Churchill AveSubiaco, WA 6008
Opening hours
- 9:00am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Millennium3 Financial Services Pty Ltd
AFSL 244252