- Certified Financial Planner
- Diploma of Financial Planning
- Senior Associates of Australian & New Zealand Institute of Insurance and Finance
I have more than 30 years experience in providing investment and superannuation advice.
Over the years, I have provided advice across the community – but in particular to business owners and individuals positioning themselves for retirement.
I am a Certified Financial Planner with the Financial Planning Association of Australia. I also hold a Diploma of Financial Planning and a Senior Associate with the Australian & New Zealand Institute of Insurance and Finance.
My specialties include management of private client wealth primarily through SMSF structures and Retirement & Estate Planning.
Don's ideas of Financial Freedom
Some express Financial Freedom as ability to do what you want, when you want. Not sure that this is true. Rather, I think of Financial Freedom as not having to worry about what tomorrow might bring.