Best part of my job - helping people achieve their goals and building genuine long term relationships with my clients.
Most challenging part - Compliance. Regulation is a good thing to protect client best interests but it comes at a cost (unfortunately also to the client) and I feel as an industry we are compliance heavy.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Recent reviews
At a glance
- Adviser status Silver
- Rating
- Number of reviews 15
- First year providing advice 2005
- Years of experience 19
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
Zinc Wealth
Suite 6, 618 Ruthven StreetToowoomba City, QLD 4350
Opening hours
- 8:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Accession3 Financial Advisers Pty Ltd
AFSL 331990