Holistic financial planner, who recently moved from South-West Victoria to Melbourne. I have expertise in giving unbiased advice across a wide range of advice topics. I help my clients realise a high level of financial well-being by maximising the relationship between their money and their happiness.
I do not accept % based fees or investments commissions, to ensure that my pay does not conflict with my clients' best interests. This means that my clients can rest assured knowing that my advice is constructed to benefit them solely.
Expertise
Recent reviews
At a glance
-
Adviser status
Silver
- Rating
- Number of reviews 10
- First year providing advice 2018
- Years of experience 4
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Highest qualification
- Certified Financial Planner (CFP)
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Language spoken
- English
Tribeca Financial
Level 1, 110 Church StHawthorn, VIC 3122

Opening hours
- 8:30am – 6:00pm Monday – Tuesday, Thursday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
My Dedicated Advisory Pty Ltd
AFSL 485683
