SPECIALISATION
Insurance
Investment
Advice
Advice
Retirement
Planning
Planning
SMSF
Super
Tax
Planning
Planning
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
SPECIALISATION
Insurance
Investment
Advice
Advice
Retirement
Planning
Planning
SMSF
Super
Tax
Planning
Planning
BalwynMelbourne
TEAM
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