About Me

We are a locally owned financial planning practice that is based in Wangaratta. We understand that everyone’s needs are different and financial advice can mean a variety of things to different people. This is why we take the time to get to know you and understand what is important to you. We provide advice and strategies that will help you make sound financial and lifestyle decisions and plan for the future.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Government assistance
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 26 Years
  • Licensed By
    Licensed By Consultum Financial Advisers Pty Ltd
CERTIFIED FINANCIAL PLANNER®