If you’re looking for marble floors and mahogany boardroom tables, then we probably aren’t your people! We focus on building close relationships with our clients, not big offices!
We help to assure our clients financial future and take away their concerns through a caring and personalised approach.
Our approach to investing is to provide simple, understandable, value for money, advice. If we can’t explain a strategy or investment to you so that you can understand it, we won’t be putting you in it.
We believe that clients get the best long term results by investing in simple, low cost investment vehicles that have the correct risk profile for the client. We don’t believe in constantly adjusting portfolios to chase last year’s best performer. We specialise in strategies, not stock picking.
With our insurance recommendations, we aim to provide comprehensive cover at an affordable price. We first look at recommending the most appropriate cover, then at making it affordable. We want to know that when you need to make a claim there won’t be arguments about whether you are covered.
Expertise
My fees
At a glance
- Adviser status Bronze
- First year providing advice 2005
- Years of experience 19
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Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Australia Pacific Funds Management Pty Limited
Level 11 North Tower, 459 Collins StMelbourne, VIC 3000
Opening hours
- 8:00am – 6:00pm Monday – Friday
Licensed by
Australia Pacific Funds Management Pty Limited
AFSL 339151