I’m the Practice Principal of Altitude Wealth Management in Townsville. I have completed a Masters in Financial Planning and a Diploma in Financial Planning to become a qualified Financial Adviser.
In addition, I'm a SMSF Accredited Specialist Adviser which ensures my advice is cutting edge and that I abide by the highest standards within the SMSF industry. Every year we help our clients implement new strategies with our focus on creating wealth for their retirement. We are living longer, that’s why retirement planning has never been more important to get right.
Once you retire you typically stop working for around 30 years! Over the past 18 years, I have helped hundreds of families gain more clarity, structure and certainty around their retirement needs.
I typically work with clients aged 40 – 65, employed, engaged in wealth creation and wanting to improve their financial position. Retirement Planning is all about giving you choices and options. We grow, manage and protect your wealth. Our clients tell us that they feel a sense of relief after working with us as they feel they have clarity and structure.
I believe our point of differentiate is we are a boutique advice business – you aren’t just another number.
In my spare time I’m a patrolling member of the Townsville Picnic Bay SLSC as well as being the Deputy President. My charity of choice is Juvenile Diabetes Research Fund as this chronic illness has impacted my family personally through my daughter Lucia who was only 6 when first diagnosed. I also support Children’s Cancer Institute of Australia through an annual charity bike ride each year raising much needed money for Children with cancer.
Expertise
My fees
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 37
- First year providing advice 2001
- Years of experience 23
-
Highest qualification
- Master of Financial Planning
-
Language spoken
- English
Altitude Wealth Management
11 Ross River RoadMysterton, QLD 4812
Opening hours
- 9:00am – 3:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
Licensed by
Altitude Wealth Management
AFSL 516376