I have over 18 years’ experience in the financial advice and real estate funds management industries, having held partnership and managerial positions in highly-respected firms within each industry.
I’m passionate about building long-term relationships with clients, and I take great delight in helping clients achieve their financial goals.
I enjoy working with clients from all walks of life, although I have developed particular expertise in helping successful individuals and families protect, grow, and transition their wealth.
I provide holistic financial advice and have specific expertise in investment management and self-managed superannuation funds.
I'm fortunate to work with a wonderful group of existing clients, although I have capacity to assist more clients so feel free to get in touch to discuss how I may be able to assist you in achieving your goals.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 24
- First year providing advice 2011
- Years of experience 13
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Highest qualification
- Graduate Diploma of Financial Planning
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Language spoken
- English
Aspiri Financial
Level 1, 170 Robertson StFortitude Valley, QLD 4006
Financial Professionals
Ground Floor, Suite 2, 140 Bundall RoadBundall, QLD 4217
Opening hours
- 8:30am – 5:00pm Monday – Friday
Licensed by
Whitehaven Private Portfolios
AFSL 300878
Investment Professionals Pty Ltd
AFSL 234525