I have worked in the Financial Planning Industry since 1994.
As a practicing Certified Financial Planner and member of the FPA since 1995, I appreciate the need to maintaining and promoting high compliance standards, as well as maintaining ongoing professional self – development relevant to our industry.
I have been:
• Advising clients in relation to their Financial Planning needs (initial and ongoing service) including
o Superannuation (both Personal as well as Employer/Corporate programs)
o Retirement Planning/Income Streams (Allocated Pensions and Annuities)
o Centrelink related matters
o Managed Investments
o Lending Services
o Life Insurance/Income Protection
o Business Insurance (Buy/Sells, Key Man)
o SMSF strategies

I value the relationship developed with my clients, and ensure that the personalised Financial Planning guidance and advice provided will meet their needs on an ongoing basis.

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