I enjoy helping clients to meet their financial goals and have been very passionate about this field ever since I first studied Financial Planning at University.
I am experienced at dealing with complex superannuation, SMSF, retirement planning and insurance matters.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
- Adviser status Gold
- First year providing advice 2010
- Years of experience 14
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Primestone Wealth
Suite 2, 9 Compark CctMulgrave, VIC 3170
Opening hours
- 8:30am – 5:30pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Millennium3 Financial Services Pty Ltd
AFSL 244252