As a Wealth Professional (Australian Securities and Investments Commission (ASIC) #278214) my passion, is working on strategies with and for my clients. I enjoy working with Self Managed Super Funds but I offer a holistic advice service on every area of financial planning. I am constantly looking for like minded Accountants, Lawyers and Mortgage Brokers who want the best professional advice for their clients. I enjoy breaking down the jargon in our industry to plain English for clients so they take back control.
With over 27 years experience in Financial Services, I have worked in the UK and Middle East with Royal Sun Alliance and here in Australia with firms in the Genesys Wealth group ...
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