About Me

Yoppie is an Authorised Representative of Count and a Director and Senior financial adviser of StreamPlan Advisory Pty Ltd.
Yoppie has over 14 years of experience in the provision of financial advice. Yoppie attained a Master of Commerce from the University of New South Wales and an Advanced Diploma of Financial Services (Financial Planning).
He is a Financial Planner AFP of the Financial Advice Association Australia.
Yoppie is an experienced senior financial adviser with demonstrated history of providing client centric holistic advice. Proudly being a trusted adviser working closely with busy professionals, high net worth clients, business owners and everyday Australians from different walks of life, he has provided advice from basic personal insurance plans, right the way through complex strategies, including investment advice, self managed superannuation fund, aged care, listed securities (portfolio over $300,000) and multi-generational wealth planning.