Company |
Wealth Planning Partners |
Title |
Co. Director |
Profession |
Financial Planner |
Address |
Suite 110, Level 1, 232 Robina Town Centre Dr
ROBINA
QLD
4226 |
Email |
[email protected] |
Phone |
07 5593 0855
|
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.