Qualifications
& Memberships
- Financial Planning Association Members AFP
- Cancer Council Pro-Bono advice
- Dubbo Business Chamber Members
- Association of Financial Planners - Fellow Chartered Financial Planner
- Adv Dip of FP
- Bachelor of Accounting/Finance
Areas of
Expertise
Aged care
Buying a first home
Direct shares
Estate planning
Gearing
Home loans
Insurance
Investment property
Investments
Mortgage services
Retirement
Savings
School fees
Self Managed Super Fund
Small business
Strategic Planning
Succession planning
Transition to retirement
Wealth Creation
ARTT “A Reason To Trust”
We provide professional wealth management to individuals, families and businesses, by way of personalised or group appointments.
We work with you to design and implement practical strategies to achieve both your short and long-term financial and lifestyle goals. You will experience our team’s combined knowledge to be substantial, with robust systems in place to ensure you get great advice, which in turn, achieves great results.
We recognise that due to changing personal situations as well as changing government legislation, it is vital to regularly review your financial goals, needs and objectives. Our review service offering can assist in the all important ongoing management of your financial plan.