I have been a financial adviser since 2012, following a decade of running my own family business. I joined Rba Financial Group to continue my father-in-law’s practice and proudly carry on its client-focused legacy. Married with two children, I bring practical business experience and a strong understanding of the challenges families and local enterprises face. I’m particularly passionate about helping clients with business succession planning and intergenerational wealth transfer, ensuring their hard work benefits future generations.
Expertise
Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 1
- First year providing advice 2011
- Years of experience 14
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Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Rba Financial Group Pty Ltd
493 Wyndham StShepparton, VIC 3630 Level 5, 432 St Kilda Rd
Melbourne, VIC 3004
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Asvw Financial Services Pty Ltd
AFSL 446176