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 Locked Bag 1
Bakery Hill, VIC 3354
Phone 03 5333 7088
Website www.sovereignfinancial.com.au

I am a founding partner of Sovereign Financial and specialise in Self Managed Super Funds, Strategic tax planning and Estate planning. More than 15 years of experience has taught me the value of listening closely to the needs of my clients and then passionately delivering on those needs with genuine care. I am a strong communicator who takes the time to ensure my clients are fully informed and feel in control of their financial planning. In fact I am just as invested in the future success of my clients as they are.

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