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(AR 231062)
I have been providing advice since 1986 and own and operate a registered tax agency and I am also a Fellow of the Taxation Institute of Australia as well as a Chartered Tax Adviser.
I can provide advice on Estate Planning matters and am an Accredited Estate Planning Strategist with and an Associate of the Financial Planning Association of Australia. I am also a registered Trust and Estate Practitioner with the Society of Trust and Estate Practitioners. Currently to add further to the level of support I can provide, I am undertaking a Masters in Applied Finance
I am quite passionate about financial planning and believe that this is very much the cornerstone on which a person builds their lives. Done correctly, all matters are on the table from the outset and a very strategic view adopted to achieve the best outcome to satisfy my client’s best interests.
While I cannot provide any guarantees over the performance of any investment, I find a strategic view allows for better informed decisions which assists in the long term despite market movements.
Contact me today and let’s discuss how we can help you receive your financial goals.
