I am fully accredited Financial Planner and SMSF Adviser with over 10 years’ experience in Financial Services industry.
I can provide my clients with specific, well-considered strategic advice on:
- Wealth accumulation
 - Superannuation & Self-Managed Super Funds
 - Investment portfolio construction
 - Retirement planning
 - Business succession
 - Personal insurance
 - Taxation & cash-flow management
 - Estate Planning
 
Expertise
Recent reviews
At a glance
- 
							Adviser status
							
								Gold
							
							
 - Rating
 - Number of reviews 1
 - First year providing advice 2010
 - Years of experience 15
 - 
						
							Highest qualification
							
- Bachelor of Commerce
 
 - 
							
								Language spoken
							
							
- English
 
 
Bricks and Mortar Financial Planning
627 Stafford RdStafford, QLD 4053
								Licensed by
Interprac Financial Planning Pty Ltd
AFSL 246638