Book Your First Appointment

(With an actual financial expert!)

To sit down and and have a 60 minute discussion with me, please call me on 08 6365 5400 or fill out the form below:

Who Am I?

I believe Australian consumers pay way too much money for too little "advice" and biased advice at that. Advice from bank owned practices, recommending products and services that benefit them. The financial advisory marketplace is similar to the Crown Casino - benefiting those with the deepest pockets and hidden knowledge about how the products and services are delivered and constructed. 

My aim is to provide greater financial certainty through complete transparency that enables my clients to understand the value I deliver. While the process can seem to be complex, our results are consistent and methodical.

 

My Qualifications    

  • Masters Degree in Applied Finance

  • Graduate Diploma in Financial Planning

  • Graduate Certificate in Australian Mig Law

  • Bachelor of Commerce (Business Law & Legal Studies) 

My Licences

  • Accredited Senior Financial Adviser

  • Accredited Self Managed Super Adviser

  • Registered Financial (Tax) Advisor (Tax Practice Board)

  • ASIC Authorised Rep # 344255