Achieveit financial planning
7 Thomas St,Toowoomba City QLD 4350,
Australia
Background
Summary
Having been in the industry since 2004, I assist clients with meeting their lifestyle goals through investment and superannuation planning, as well as helping them to manage their personal and/or business risk through insurance. I am also a Self-Managed Superannuation Fund (SMSF) specialist and an Accredited Aged Care Professional, which ensures that I am able to meet the varying and complex needs of my clients at all stages of their lives.
Bio Alignment
Non institutionally aligned
Education
Bachelor Degree + FChFP Graduate June 2017