Private Client Adviser
CurrentI am a Private Client Adviser with more than 20 years experience as a Financial Adviser. I hold the dual qualifications of CFP (Certified Financial Planner) and CPA (Certified Practising Accountant). I have been a CPA since 1994, and designated a Financial Planning Specialist (FPS) by CPA Australia in 2000. I hold a Bachelor of Business (Accountancy) from.