About Me

Wealth management is provided by the Strategic Planning Services (SPS) division of E.L & C. Baillieu Ltd.Strategic Planning Services is a premium specialised offering to SPS Premier Clients exclusively, who receive a standard of quality assurance backed by the skill set and technical knowledge required for the definition of financial objectives, the analysis of ownership structures and tactical portfolio construction. Strategic Planning Services advisory staff are accredited members of professional associations including the Self-Managed Super Fund Professionals' Association of Australia, Taxation Institute of Australia, Financial Planning Association of Australia and CPA Australia.

Areas of Focus

  • Aged care
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 30 Years
  • Licensed By
    Licensed By Ord Minnett Limited
CERTIFIED FINANCIAL PLANNER®