Book Your Appointment
(With an actual financial expert!)
To sit down and and have a 60 minute discussion with me in Perth, please call me on 08 6365 5400 or fill out the form below:
Who Am I?
I believe Australian consumers pay way too much money for too little "advice" and biased advice at that. Advice from bank owned practices, recommending products and services that benefit them. The financial advisory marketplace is similar to the Crown Casino - benefiting those with the deepest pockets and hidden knowledge about how the products and services are delivered and constructed.
My aim is to provide greater financial certainty through complete transparency that enables my clients to understand the value I deliver. While the process can seem to be complex, our results are consistent and methodical.
The fee for this initial meeting is
$297 $195. I am one of the few financial advisors that charge a fee for the first meeting, and there’s a very good reason for this.
When the first meeting is free, it is an opportunity for the 'financial planner' to sell you something. We guarantee value, so if you don’t feel you gained any value from the meeting, we will not invoice you.
Masters Degree in Applied Finance
Graduate Diploma in Financial Planning
Graduate Certificate in Australian Mig Law
Bachelor of Commerce (Business Law & Legal Studies)
Accredited Senior Financial Adviser
Accredited Self Managed Super Adviser
Registered Financial (Tax) Advisor (Tax Practice Board)
ASIC Authorised Rep # 344255