Senior Financial Adviser
CurrentMy career in the financial advice industry has spanned 40 years. This has equipped me with comprehensive knowledge and experience that enables me to service client needs to a high industry and personal standard.On any given day I could be meeting a client in rural areas or travelling to Queen Street in Brisbane to sit down and discuss solutions with a business owner. My motivation aligns with the Monash Group goal to protect and enhance our client lifestyles through sound planning. I firmly believe that you get what you give. This means that when I sit down with someone to discuss their needs, I make sure to provide them with the same comprehensive, personalised service I would expect to receive. I want them to be able to walk away completely satisfied that they have received the best service and advice available for themselves and for future generations of their family.It gives me satisfaction to find solutions to cope with financial risks so people can feel secure that they, their family and their business are well positioned for their future.• Qualifications: - Authorised Representative to provide financial product advice on behalf of Gallagher Benefit Services Pty Ltd- Diploma of Financial Services (Financial Planning)- Advanced Diploma of Financial Services (Financial Planning)I am a member of the Association of Financial Advisers (AFA) and abide by their code of ethics.