|Company||Integral Wealth Solutions|
|Address||Suite 5 / 231 Balcatta Rd
Balcatta, WA 6021
|Phone||08 6180 0820|
|Mobile||0484 693 875|
I’m a senior financial planner with more than 26 years experience in financial planning, personal lending and business finance in the finance industry. I have worked with a diverse client base, including high net worth clients and those with complex financial structures, in both metro and regional WA.
I have a Bachelor of Business, majoring in Finance, a Diploma of Financial Planning and am a Certififed Financial Planner. I made the Top 50 Honour Roll for AFR Smart Investor Masterclass for Financial Planning in 2011 and 2012. My areas of expertise include self managed superannuation funds and retirement planning but my experience and up to date knowledge means that I have a can-do approach in all areas of financial planning, including investment management, personal insurance and estate planning.
I take the time to understand my clients, their business and their lifestyle so I can help them to set meaningful financial goals and then work in partnership with them to achieve these goals over the long term.