Phone Number: 0433 163 087
Diploma of Financial Planning
Master of Business (International Business and Marketing), Bachelor of Arts (Psychology)
Authorised Representative Number:461525
Credit Representative Number:461526
- Diploma of Financial Planning
- Master of Business (International Business and Marketing)
- Bachelor of Arts (Psychology)
I am authorised to provide the services listed in the Our advice and services section of this guide, except for the following:
- Estate planning (I am authorised to advise on limited estate planning solutions related to your financial products)
- Gearing and margin lending
- Limited selection of investment guarantees
- Securities (including listed securitiesand debt securities)
- Self-managed super funds (SMSF)
- SMSF borrowing
- Separately managed accounts
- Investor directed portfolio services
- Loans including mortgages and personal loans, reverse mortgages and deposit bonds
Should you require advice and services that extend beyond my authority I can refer you to a suitably qualified professional.
I am also a Credit Representative of AMP Financial Planning 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 and bonus
I am paid a salary and bonus for meeting targets.