Qualifications
& Memberships
- Bachelor of Commerce majoring in Finance
- Advanced Diploma of Financial Services
- Xero Certified Adviser
- ASX Accredited Listed Products Adviser
- Self Managed Superannuation Funds
Areas of
Expertise
Are you a Cyclist?
We have a special rewards program where your cycling can get you discounts on insurance, flights with Qantas, gift vouchers from Myer and more. So why not get paid for your passion?
Along with cyclists we provide advice for anyone who has a clear goal in mind, so ask yourself “What’s my idea of Financial Freedom?”
Our Navigate to Freedom plan powered by Xero can help you get to where you want to be, with clear goal based advice. Tell us what you want to achieve and we will show you how to get there and keep you on track.
For investment advice including superannuation we become your personal portfolio manager under a Managed Discretionary Account (MDA) basis, this is not a set and forget approach. We invest in all asset classes across shares, ETFs, term deposits and managed funds.
