I entered the financial planning industry in 1999 as a Financial Adviser with Bank of Melbourne then moved to the Commonwealth Bank.
After 3 years of advising, I entered the Professional Standards division which allowed me to grasp an in-depth knowledge of the legal and compliance requirements when providing financial planning advice.
Later, I became a self-employed Paraplanner and Compliance Consultant to a number of financial planning practices. By completing Statements of Advice and ensuring the advice was sound and properly documented, allowed me to retain and strengthen my financial planning knowledge and skills.
In early 2011, I joined Vista Financial Group as a Financial Planner to bring together my planning, paraplanning and compliance knowledge and experience to provide sound financial advice to our clients.
Although I may provide advice in a number of areas, my specialist area is in the provision of financial planning advice for entry into Aged Care.
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: Affinia Financial Advisers 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 (pdf file).
Aged Care Financial Planning Services Pty Ltd (Rep No. 400775) (ACN 636 661 624 / ABN 47 636 661 624) trading as Vista Financial Group has been appointed as a corporate authorised representative of Affinia Financial Advisers Limited (Affinia) AFSL No. 237857. I have also been appointed as an authorised representatives of Affinia to provide financial services on its behalf.