Suite 10, Level 1, 207-211 Buckley Street, Essendon, VIC, 3040
Our mission is to create wealth and financial freedom for our clients. We aim to have our clients retire with ease, without the need to rely on government pensions. We take care of your future like it’s our own. company overvRequest a callback Book an appointment
The journey I have had over the past few years has allowed me to raise the bar with respect to the level of service my client’s experience. Information Technology completely changes the way we analyse and present data. Embracing new technology is always a daunting task, however it does provide the ability to provide our clients with cutting edge analytics with respect to their every dollar.
I advise new and existing clients in the areas of wealth creation, budgeting and cash flow management, debt reduction, superannuation, personal life insurance and retirement planning, all with the core aim of achieving their lifestyle goals. I am a member of the Association of Financial Advisers (AFA), Tax Practitioners Board (TPB), Financial Ombudsman (FOS), Australian Securities and Investments Commission (ASIC).
“There is no better feeling than helping everyday people, achieve their financial goals and I really can’t see myself doing anything other than being a financial planner.”
I was the recipient of the most Innovative Financial Planner for the year of 2015 which was awarded to me by MLC.
I am the principal adviser at Wealth Protection Solutions; both the company and its advisers are authorised representatives of Infocus Securities Australia Pty Ltd. Infocus has been providing financial advice for Australians from all walks of life since 1994.Contact