Introduction Video
https://www.youtube.com/channel/UCL58WqBMCDsoH68j9Dy7l5ABackground
Summary
Based out of Horsham Victoria, I provide professional financial advice for my clients to help them achieve their financial goals and objectives. My specialty areas of advice include aged care, Centrelink, investment and insurance.
For me, being a financial adviser is a rewarding career as I find great pleasure in developing solutions and strategies that assist clients to achieve positive outcomes. I'm enthusiastic when it comes to building trusting and lasting relationships with my clients.As mentioned previously, I specialise in a number of areas of advice, no more so then aged care. I consider myself a dedicated professional committed to providing quality financial advice to senior Australians and their families. I am also available for public speaking, seminars and open days regarding this topic as I feel that education is a vital resource that I can share with my community.Bio Alignments
Not institutionally aligned
Education
ADFP + FChFP Graduate September 2017