Personal Information
Organization / Workplace
Sydney, Australia, NSW Australia
Industry
Finance / Banking / Insurance
Website
About
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 ...
Contact Details
Tags
smsf
superannuation
transition
investing through super
smsfs
in-specie transfers
australian taxation office
financial planning
retirement planning
diy super
investing
retirement
stamp duty exemption
finance
cgt exemption
limited recourse borrowing
borrowing through super
lrba
insurance
self-managed superannuation fund
self managed super fund
trust deed
salary sacrifice
pensions
diysuper
self managed super
high dividends
smsf income
investing for yield
bonds
annuities
hybrids
term deposits
commercial property
investing for income
franking credits
property
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