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03 9598 8002 / Sandringham

Experience

I have been in financial services since 2005 and in the financial planning industry since 2008. I have worked at a big 4 bank and with boutique financial planning businesses.

I initially spent time preparing advice and recommendations for insurance clients. Due to this experience I developed a great belief in the need to protect the financial future of clients and their families.

After this I spent several years in investment Paraplanning. This experience provided me with exposure to the vast amount of strategies and knowledge that are essential in providing sound advice to clients.

I enjoy assisting clients and other advisers in developing effective strategies and solutions in the areas of superannuation, retirement planning including Centrelink advice, wealth creation and wealth protection.

Qualifications

  • Bachelor of Business and Commerce.
  • Diploma of Financial Services (Financial Planning).
  • Advanced Diploma of Financial Planning.

My Services

Superannuation Advice
Personal Insurance Advice
Retirement Planning
Investment Planning
Budgeting & Cashflow Planning
Gen X & Y / Millennial Advice

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.

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