I have had considerable financial experience over the last 35 years. I started in the banking industry and then moved 20 years ago into providing specialised insurance advice for my clients.
With the changing financial markets, I realised that to keep helping my clients that i should improve my educational qualifications and have obtained numerous industry qualifications plus a Diploma of Financial Planning.
I have built a considerable client base since I began as a Financial Planner, and have been an authorised representative of Financial Wisdom since the 1st of March 2004 when the Financial Services Reform Act began.
I am authorised through the corporate entity of Vista Financial Group Pty Ltd (ASIC number 235594).
I live and work in Gippsland Victoria.
- Diploma of Financial Planning
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.
||210 Willung Rd, Rosedale VIC 3847|
|Phone:||03 5199 2901|