The Financial Planning Association of Australia The Financial Planning Association of Australia

Sovereign Financial Group Pty Ltd Atf: Compass Unit Trust


Company Sovereign Financial Group Pty Ltd Atf: Compass Unit TrustProfessional Practice
Address Ground Floor 909B Sturt Street
Ballarat Central, VIC 3350
Phone 03 53337088
Website www.sovereignfinancial.com.au

I have over 39 years experience in legal and financial services and am a Self-Managed Super Fund specialist.
I was included in the Dean’s Merit List of top graduates at Deakin University. I specialise in retirement, investment, superannuation, and business wealth strategies. I am currently the Treasurer of the Ballarat Chapter of the FPA and am an Accredited Aged Care Professional.

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