Summary

We offer a fee for service model on the below professional services: - Wealth Management - Superannuation Advice - Personal Insurance Advice - Strategic Financial Advice - Retirement Planning - Inheritance Advice - Divorce & Separation (Financial Advice) - Debt Management Advice - Business Succession Planning - Employee Share Scheme Advice - Estate & Succession Planning - ESG Investment Advice - SMSF Specialist - Margin Lending Specialsit

Focus Areas

• Estate Planning
• Income Protection
• Life Insurance
• Pro Bono Advice
• Retirement Planning
• Superannuation
• Wealth Management

Education

• Master of Applied Finance (Financial Planning) (CSU) • FASEA- Approved Adviser • Bachelor of Science (UQ) • Advanced Diploma of Financial Planning (IIT) • Diploma of Financial Planning (IIT) • Diploma of Finance and Mortgage Broking Management (AAMC) • Certificate 4 of Finance and Mortgage Broking Management (AAMC) • Self-Managed Superannuation Specialist accreditation (IIT) • Principles of Margin Lending accreditation (IIT) • Principles of Foreign Exchange accreditation (IIT) • Accredited Derivatives ADA1 Adviser (Kaplan) • Tax (Financial) Adviser Registration #25660458