Financial Adviser at boutique firm Flinders Partners Financial Services.
Well rounded skill set includes providing insurance, investment, superannuation, retirement planning, cash flow, wealth management and Centrelink advice to individuals, business owners and trustees of self managed superannuation funds.
Develops strategies to improve the financial situation of clients over the long term.
Member of investment committee responsible for selecting investments for licence.
Not institutionally aligned
ADFP - Advanced Diploma of Financial Planning