SPECIALISATION
Investment
Advice
Advice
Retirement
Planning
Planning
SMSF
Super
UK
Pension
Transfers
Pension
Transfers
IN THEIR OWN WORDS
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 specialize in all aspects of wealth creation and retirement planning (including Centrelink).
Please feel free to contact me to book a ‘free and no obligation’ first interview.”
Qualifications and Memberships
-
Diploma of Financial Advising
-
Certified Financial Planner
- Member of the Financial Advice Association Australia
SPECIALISATION
Investment
Advice
Advice
Retirement
Planning
Planning
SMSF
Super
UK
Pension
Transfers
Pension
Transfers
Mornington
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