I have been in the financial services profession since 1993, having worked in Sydney, London and Brisbane. Since 1998, I have specialised in the area of personal financial advice. I hold a Bachelor of Commerce, Diploma of Financial Planning, Master of Business Administration (specialising in Financial Planning), I am a Certified Financial Planner as well as a Graduate of the Australian Institute of Company Directors..Specialties: I specialise in providing holistic advice to clients, involving stockbroking, derivatives, superannuation, retirement planning, tax-effective investing, gearing and personal insurance. My priority is to obtain full information about each client's situation with a view to advising on both structure and strategy.
Listed skills include Retirement Planning, Investments, Strategic Financial Planning, Superannuation, and 11 others.