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out of 5 starsMy Expertise
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Budgeting
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Cashflow & Income
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Growing Assets
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Insurance & Protection
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Managing Debt
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Superannuation
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Tax Strategies
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Wills & Estate
Key information
- Adviser rating
- Silver
- Years Experience
- 3 Years
- Highest qualification
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Master of Financial Planning
- Industry Memberships
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1 total
- Address
- Level 8 15 Blue Street
North Sydney, NSW, 2060 - Location
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I'm committed to providing quality service and meeting your needs.
Ownership Structure
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Company
Stanford Brown
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
The Lunar Group Pty Limited
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Licensee owned by
THE LUNAR GROUP PTY LIMITED
My Qualifications
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Master of Financial Planning (2019)
Level of Qualification: Level 9 - Masters Degree
Institution: University of New South Wales (UNSW)
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Bachelor of Applied Finance/ Bachelor of Economics (2018)
Level of Qualification: Level 7 - Bachelor Degree
Institution: Macquarie University
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Diploma of Financial Planning (2016)
Level of Qualification: Level 5 - Diploma
Institution: Kaplan Professional
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Advanced Diploma of Financial Planning (2016)
Level of Qualification: Level 6 - Advanced Diploma, Associate Degree
Institution: Kaplan Professional
My Memberships
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Financial Planning Association (FPA)
Level of Membership:
Associate
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
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N/A
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I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
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