Qualifications
- Commerce Degree (Finance and Economics) from the University of New South Wales.
- Diploma of Financial Services (Financial Planning)
- Justice of the Peace®
Memberships
Member of the Financial Planning Association of Australia
The advice and services I can provide you
I am authorised to provide the services listed in the Our advice and services section of this guide.
Should you require advice and services that extend beyond my authority I can refer you to a suitably
qualified adviser.
I am also a Credit Representative of AMPFP and am authorised to provide credit advice regarding
how to structure debt, suitability of existing loan structures and repayment options. If you require
advice involving mortgages or other lending products, I can refer you to an Accredited Mortgage
Consultant.
How I am paid
I receive the following from our practice:
- salary & dividends
I am a director and shareholder of Fifteen Hundred Financial Strategists and as such receive a salary
plus dividends from Fifteen Hundred Financial Strategists.
