Qualifications

  • Diploma of Financial Planning from Kaplan
  • Advanced Diploma of Financial Planning from Kaplan.
  • Bachelor of Applied Finance from University of South Australia.
  • Master of Financial Planning from Kaplan.
  • Certified Financial Planner (CFP) and a practitioner member of the Financial Advisers Association of Australia (FAAA).

    Experience

    • 8 years of experience in the financial services industry.
    • 5 years of experience in the provision of financial planning advice.

    Key person protection

    Ownership protection

    Employee protection

    Working with our planners

    Engagement process

    Cashflow management

    Debt management

    Wealth management

    Personal risk management

    Retirement readiness

    Estate planning

    Our Philosophy

    Our History

    Our Solutions

    Community

    Awards