Partnering with professionals and small business owners to achieve financial independence through prudent management of funds and a structured retirement plan.
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 2010
- Years of experience 16
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Highest qualifications
- Certified Financial Planner (CFP)
- Graduate Diploma of Applied Finance and Investment
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Language spoken
- English
Wallis Payne & Co Wealth Management
Level 22, 8 Exhibition StMelbourne, VIC 3000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Wallis Payne & Co Wealth Management
AFSL 341220