FAAA ACCREDITED AGED CARE SPECIALIST
I have over 15 years experience in the Financial Planning industry, with extensive experience & knowledge in the financial implications of aged care & seniors living. I am an FAAA Accredited Aged Care Specialist, with experience & qualifications in Mortgage Broking, General Financial Planning, SMSF, Personal Insurances and retirement planning.
I have built a particular expertise in Aged Care Financial Planning, Seniors Finance & Retirement Living and now specialise as an adviser, educator & presenter in this complex area as the Head of Aged Care Personal Advice.
I love working with clients and their families in this key advice area and provide a genuine focus on strategies to meet their personal & emotional needs, as well as their financial goals.
I find great satisfaction in being able to guide families in guiding them through the process & relieving the stress involved with navigating the aged care journey.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Aged Care Personal Advice is a Fee For Service Practice. There is no charge for an initial meeting & you will be advised of all advice fees that will apply which are based on the complexity of the situation and the advice required prior to proceeding with our services.
Recent reviews
At a glance
-
Adviser status
Gold
- Rating
- Number of reviews 11
- First year providing advice 2013
- Years of experience 13
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Aged Care Personal Advice
Level 8, 65 York StSydney, NSW 2000 400 Bronte Rd
Bronte, NSW 2024
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Aged Care Personal Advice
AFSL 486723