I have been providing financial planning services to both individuals and small business since 2004.
I have gained considerable experience in the Financial Services Industry over the last 33 years.
I have a Bachelor of Commerce degree and completed my Diploma of Financial Planning in 2005
After completing 22 years in banking I joined Financial Wisdom in a Business Development Management role working closely with financial advisers. In 2004 I joined the financial planning practice of Vista Financial Group Pty Ltd as a Financial Planner.
Financial Services Guide (FSG)
I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click for the Financial Services Guide.