I have worked as a stockbroker and financial planner for over 20 years for some of the world's biggest financial institutions. During this time though I came to feel more and more disengaged with the way that some of these larger business treat their clients - as a number rather than a person, a source of revenue rather than a human. This led to me taking the steps of starting Nest Financial Solutions - a local financial planning business for the local community.
I primarily provide advice regarding retirement planning but have decades worth of experience and expertise in all manners relating to finance such super, tax, investing, Centrelink etc. My intention with Nest Financial Solutions is to provide practical, useful advice without the exorbitant fees often associated with it.
Financial advice doesn't need to be complicated or confusing. It doesn't need to be something for only the wealthy and above all financial advice doesn't need to be expensive. We are here to build long term relationships with our clients, to take on the worry and stress of your finances and ensure your money is working hard for you.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchAt a glance
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Adviser status
Gold
- First year providing advice 2009
- Years of experience 16
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Nest Financial Solutions Pty Ltd
88 Elder StLambton, NSW 2299

Licensed by
Capstone Financial Planning Pty Ltd
AFSL 223135
