Certified Financial Planner
CurrentI am the Founder & Principal of Optimal Wealth Solutions. I am also a CFP® Professional and hold a Master of Commerce from the University of New South Wales.Before I established Optimal Wealth Solutions, I held senior management positions with premier international banking institutions, including Citigroup, BNP Paribas, Deutsche Bank and Bankers Trust, advising other banks and multi-national corporations on their finance and structuring activities.After leaving banking I decided… Show more I am the Founder & Principal of Optimal Wealth Solutions. I am also a CFP® Professional and hold a Master of Commerce from the University of New South Wales.Before I established Optimal Wealth Solutions, I held senior management positions with premier international banking institutions, including Citigroup, BNP Paribas, Deutsche Bank and Bankers Trust, advising other banks and multi-national corporations on their finance and structuring activities.After leaving banking I decided to move into the financial planning space. I now assist a select number of clients on a broad range of financial issues which including:-☑ Retirement planning strategies☑ Wealth creation☑ Wealth protection☑ Estate planning strategies☑ Cash flow maximisation☑ Tax planning strategiesThe strength of my engagement with clients lies in creating bespoke financial plans. I consider their long term goals, financial resources and their ever-changing life circumstances, to help them confidently plan for the future.If you'd like a confidential one-on-one with me please give me a call.Optimal Wealth Solutions Pty Ltd ABN 47 168 981842 are Authorised Representatives of AvalonFS Pty Ltd AFSL 437518 Show less
