Experience
I have more than 9 years’ experience in the financial services industry.
Qualifications
- Diploma of Financial Planning
- Bachelor of Commerce from Latrobe University with a Double Major in Accounting and Financial Management
- Associate of the Financial Planning Association of Australia
Financial Services Guide (FSG)
I conduct myself ethically and professionally in every aspect of my work and adhere strictly to the guidelines set out in the Financial Services Guide. This guide provides you with information about the advice that we provide, and the Licensee that we represent: Financial Wisdom Limited. Its purpose is to educate you prior to us providing a financial service. You have the right to ask us about our charges, the type of advice we will give and to whom you can complain if you are unhappy. For further details click on the Financial Services Guide link.