St Leonards, NSW
I started in financial services in 2001 and over time, I have successfully assisted clients at all stages of their financial life – from young people starting out right through to retirees looking to design and maintain their post-work lifestyle. I have access to technical, risk and investment research professionals who provide me with additional analysis on strategies and products that become available as a result of these changes. I will assist you in determining your goals and structure appropriate investment strategies to achieve them and keep you accountable to those goals.
ADFP - Advanced Diploma of Financial Planning
Grad Cert FP, JP