MenuAbout Me
As a Certified Financial Planner (CFP), I specialise in helping my client's understand what they need to do with their money now so they can feel confident with their financial future.I assist my clients to firstly plan their individual and combined goals and put together a tailored strategy to achieve this over time. Therefore if you are young and starting out, recently married with kids or empty nesters you have different challenges to plan for.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Estate planning
- Government assistance
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 19 Years -
Licensed By Symmetry Group Pty Ltd
