Retirement planning specialist with a focus on cash flow management and capital longevity for self funded retirees, complimented by a team who are well versed in all aspects of financial planning and advice for retirees and those taking the final steps in preparation for a financially secure retirement.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Rocket Financial provide a fixed fee quote for all advice requirements prior to any billable work being commenced. Advice and respective charges will be quoted in consideration of client needs.
Recent reviews
At a glance
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Adviser status
Silver
- Rating
- Number of reviews 5
- First year providing advice 2011
- Years of experience 13
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Highest qualifications
- Diploma of Financial Planning (1-8)
- Diploma of Finance and Mortgage Broking
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Language spoken
- English
Rocket Financial
Suite 102, Level 1, 541 Blackburn RdMount Waverley, VIC 3149
![Rocket Financial logo](https://d3v64cumibwv7i.cloudfront.net/practices/rocket-financial-19205270-def4a259b63a.jpg?v=1709614071)
Opening hours
- 9:00am – 3:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
Licensed by
Adviser Services Pty Ltd
AFSL 439452
![Adviser Services Pty Ltd logo](https://resources.adviserratings.com.au/licensees/adviser-services-pty-ltd-439452.png)