My role as a financial adviser has always been more than just a job.
I love working with people to help develop a protection strategy that compliments their broader financial strategy. It's incredibly rewarding to know I can help someone achieve overall peace-of-mind by providing them with greater clarity if "Plan A" doesn't work out.
Life happens and being able to ensure that if you fall sick or you pass away, that those left behind (i.e. your family or business partner/s) can continue to be financially supported via life and disability type insurance cover, goes a long way in alleviating an already worrisome time in your life.
Please don't hesitate to reach out if you would like a further chat about how I can support you or your clients with their protection needs.
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 2003
- Years of experience 23
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Lautum Life Pty Ltd
Office 2, 43 Railway RdBlackburn, VIC 3130
Meeting methods
- In person
- Phone
- Video call
Licensed by
Bombora Advice Pty Ltd
AFSL 439065