SPECIALISATION
Aged
Care
Care
Insurance
Investment
Advice
Advice
Retirement
Planning
Planning
Super
IN THEIR OWN WORDS
Experienced Senior Financial Planner with a demonstrated long-term history of working in the financial planning industry.
Skilled in bespoke portfolio management, superannuation, retirement income and retirement planning, aged care and Centrelink.
Qualifications and Memberships
- Advanced Diploma of Financial Planning
- Accredited Aged Care Professional
- Member of the Financial Advice Association Australia
SPECIALISATION
Aged
Care
Care
Insurance
Investment
Advice
Advice
Retirement
Planning
Planning
Super
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