Financial Advice Association Australia (FAAA)
As a Senior Financial Advisor, my utmost focus is on building strong relationships with my valued clients. I firmly believe that these relationships serve as the key to understanding their needs holistically and establishing a solid roadmap towards achieving their financial goals.
With a Master of Applied Finance, an Advanced Diploma of Financial Planning, a Diploma of Financial Services, and accreditation as an ACS Accredited Aged Care Specialist, I bring a wealth of knowledge and expertise to the table.
My areas of expertise encompass various aspects of financial planning, including retirement planning, superannuation, investment structures, cashflow management, debt management, wealth protection, Self Managed Superannuation Funds (SMSFs), insurance and risk management, social security and aged care.
Being a member of the esteemed Financial Advice Association Australia (FAAA), I stay at the forefront of industry developments and maintain a commitment to delivering exceptional service.