|Company||Create & Protect Pty Ltd|
|Address||Unit 6 7-17 Geddes St MULGRAVE VIC 3170|
|Phone||1300 707 955|
SummaryI believe that everyone has the right to enjoy a good quality of life regardless of their financial situation. I work with my clients and help them reach their full financial potential by delivering and implementing strategic personal plans to create more opportunities and build wealth.
I have over 17 years’ experience in the finance industry. My business philosophy is driven by my clients’ best interests.
I have established two companies and both have been recognised for commitment to professional excellence, quality advice, client service and innovation in business. Create and Protect won the MLC Rapid Growth Business Award in 2014, and SMSF and Accounting Award in 2017. Fast Repay Home Loan won MFAA Diversified business award in 2018.
Financial Planning Specialist:
I am a Financial Planner and Tax (Financial) Advisor. Self-managed Super Fund Advisor Specialist (SSA). Member of the Financial Planning Association of Australia (FPA) and a Member of SMSF Association. Member of the MFAA and CIO. I am also an MFAA Credit Advisor.
Currently undertaking Certified Financial Planning Course, completed an Advanced Diploma in Financial Planning, Diploma in Financial Services and Advanced Course in Mortgage Planning.
I specialise in the development of strategic comprehensive advice in the areas of Self-Managed Super Funds (SMSF), superannuation, wealth management, insurance, Tax Planning, pre-retirement and retirement planning.
I also specialise in setting up strategies to help people reduce their debt quicker by setting up the right mortgage structures, negotiate on the best interest rate and reduce their ongoing fees.