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About Me
I have been in the Finance Industry since 1981, and have been a Financial Planner since 2002. Being based in Toowoomba, i service Toowoomba and district and South East Queensland. Having previously been a Financial Planner attached to Banks, and since 2019 running a Fiducian Financial Services Franchise. Offering assistance with retirement and pre-retirement planning, Super, Life Insurance and Investments. We are a small team and we offer tailored advice for our clients.
Areas of Focus
- Aged care
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 15 Years -
Licensed By Fiducian Financial Services Pty Ltd
