My clients might worry about their luggage or accommodation when they travel overseas, but they don’t need to worry about their investments… that’s my job, and for them, it’s called “Peace of Mind!” I have worked in Financial Services for over 39 years (since January 1984) and have been a financial adviser for 24 years (since November 1999).
As a CERTIFIED FINANCIAL PLANNER® with a Diploma of Financial Advising, I specialise in all aspects of wealth creation and retirement planning (including Centrelink).
I am a member of the Financial Advice Association Australia (FAAA) and Secretary and committee member of the FAAA’s South East Melbourne chapter (FAAA).
Please feel free to contact me to book a ‘free and no obligation’ first interview.”
Diploma of Financial Advising
Certified Financial Planner (CFP)
Financial Advice Association Australia (FAAA)