Summary
I have been in financial services since 1991 and have a passion for ensuring clients take advantage of well-structured strategies to build wealth for the long term. I am able to engage well with those in small business and their need for good planning for financial success as I am also a small business owner. I am very aware of the need to address risk mitigation strategies in a good financial plan to help prepare for the unexpected and have specialist accreditations in SMSF and Aged Care.
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