About Me

Thanks for reading my BIO- I love alleviating your concerns about your financial future. After more than 40 years I still love guiding you to make informed decisions about your financial future. My business is based on fixed pricing, so you know at every step, what the cost will be before the work begins. A commitment of 2 hours of your time is required as we have lots to talk about, yes about you. Still feel concerned? Then call our office and have a chat with me or a staff member. I bit more about me. I am the Founding and Managing Director KAIZEN Financial Planning Pty Ltd trading as Infocus Financial Advice Caboolture. I started a previous advisory business in 1981 and have remained a Financial Adviser for over 40 years. I have been a member of the Financial Planning Association of Australia since 1998. I pride myself on my technical knowledge as well as first-hand experience with the vast number of changes that have occurred with Life Insurance, Superannuation and Investments over the past four decades. I have been told I am able to communicate complex subjects in simple to understand terms. I have a wealth of experience which spans the boom and bust times of the eighties, the recession of the early nineties including the Global Financial Crisis from 2007 through to the current times. I am able to provide advice on all aspects of financial planning, by helping you to clearly identify your goals and I work with you to put appropriate strategies in place to achieve those goals. I have completed the Advanced Diploma of Financial Planning: Adv. Dip FS (FP), as well as being registered as a Commissioner for Declarations C.Dec (JP).
I am a Practitioner Financial Planner AFP® with the Financial Planning Association of Australia and I adhere to the FPA's Code of Ethics. email me at caboolture@infocus.com.au or phone my office on 0754983818.