Rhys' position as an adviser (and owner) allows him the opportunity to assist clients with their goals and help improve their financial situation. He has been in the financial industry for over 25 years and continues to enjoy helping clients through challenging and exciting times in their lives.
He has achieved CFP® (Certified Financial Planner) status, has an ADFP (Advanced Diploma of Financial Planning) and holds specialist accreditation to provide SMSF, shares and gearing advice. He also holds professional memberships with the Financial Advice Association Australia(FAAA).
When not financial planning, he is full time bringing up his 4 boys (aged 11 to 17yo) enjoying all the North West region of NSW has to offer.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touchHarvest Financial Services provides an initial 1 hr appointment at no charge. This is an opportunity for you to discuss and clarify your financial position and goals with a qualified financial planner and a great time to ask the questions you have been afraid to). This is also the opportunity for the adviser to determine if advice would assist your situation and to provide a detailed quote accordingly.
Recent reviews
At a glance
-
Adviser status
Bronze
- Rating
- Number of reviews 134
- First year providing advice 2006
- Years of experience 20
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Harvest Financial Services
47 Elgin StGunnedah, NSW 2380
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Charter Financial Planning Limited
AFSL 234665