MenuRoss Falconer CFP®
About Me
I work closely with my clients to build an understanding of their clients goals and values, and to build up their understanding of financial strategies and solutions, so that together we can come up with a solution that combines the right financial strategies, products and investments that is tailored to their unique needs. This saves our clients time and provides them with peace of mind that they have made smart and well thought out decisions.
Areas of Focus
- Aged care
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 19 Years -
Licensed By Ri Advice Group Pty Ltd
