IN THEIR OWN WORDS
With over 30 years of experience in financial planning both in Australia and overseas, I pride myself on being approachable and empathetic with my clients. I encourage them to pursue financial freedom and certainty through a range of services. This includes Retirement planning, Investment planning, Risk management, Tax Management, Succession Planning, Superannuation Planning, and Complex Investment Structures. I achieved Best Risk Awards, years 2015 to 2017 with Lonsdale Financial Group.
Qualifications and Memberships
- Advanced Diploma of Financial Planning
- Diploma of Marketing
- Member of the Financial Advice Association Australia
BalwynMelbourne
TEAM
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Insights
6 Steps to a Happy New Financial Year
The new financial year offers a perfect opportunity for a fresh start with your finances. Imagine transforming this
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Financial Markets Update: May
Financial markets rebounded through May with both major bond and equity markets higher.
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A different “End of Financial Year Sale”
With End of Financial Year fast approaching, it’s likely you are getting bombarded with “EOFY SALE”
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