Background
Summary
I am one of three partners of Accounting and Financial Planning firm, Perrier Ryan, which is based at East Brisbane. We have a great staff of the right people doing the right things, right.
As financial planners, we specialise in long term personal wealth goals for our clients as well as protection plans for their family and business. We work with clients to establish these goals and then work with them on the long term plans required to achieve those goals. We are a firm that works with you on all facets of your financial life @mdash; your income, your asset protection, your debt, your investments, your retirement and your estate planning.
With more than 20 years working in the finance industry and having completed a Bachelor of Commerce, Advanced Diploma of Financial Planning and SMSF specialist accreditations, I have a passion for ensuring that our clients can sleep easy at night knowing their financial world is being looked after. There are very few things that give me greater joy than seeing my clients tailored plans come to fruition.
Bio Alignments
Not institutionally aligned
Education
Bachelor Degree + FChFP Grad December 2017
