Financial Advice Association Australia (FAAA)
With over 30 years of experience, I take great pride in providing professional advice that is entirely focused on my clients’ outcomes. When it comes to interacting with clients, I approach every interaction with heart and sincerity. I am genuinely passionate about achieving great outcomes for my clients and ensuring their peace of mind. Maintaining long-term relationships with my clients is of utmost importance to me, as I strive to look after their best interests and build a solid foundation of trust.
My approach to financial planning involves breaking down complexities and devising clear, understandable roadmaps and outcomes for my clients and their families. I firmly believe in providing them with the confidence they need to make informed decisions about their financial future. Whether it’s wealth creation, protection, or retirement planning, I offer tailored and holistic advice that covers every aspect of their financial well-being. From assisting families in protecting their assets to reviewing Age Pension entitlements and implementing strategies for increasing part entitlements and cash flow, I am dedicated to helping my clients achieve their goals.
In terms of qualifications, I am a Certified Financial Planner (CFP®), Life Risk Specialist (LRS®), and Self Managed Superannuation Fund Specialist Advisor (SSA®). These certifications enable me to provide expert guidance across a wide range of financial areas. Additionally, I am proud to be a member of esteemed professional associations, including the Financial Advice Association Australia (FAAA) and the SMSF Association. I am also registered as a Tax (financial) advisor under the Tax Agent Services Act 2009 with the Australian Tax Practitioners Board, allowing me to offer comprehensive tax-related advice.
In summary, with my extensive experience, genuine dedication, and diverse skill set, I am committed to serving as a trusted financial advisor. My primary goal is to help individuals and families navigate their financial journeys with confidence and achieve their desired outcomes.