How to improve your finances and home loan chances
Nailing your home loan application depends on four factors — your income, expenditure, assets, and debts. But lenders also want to see evidence of a
Nailing your home loan application depends on four factors — your income, expenditure, assets, and debts. But lenders also want to see evidence of a
Helping you breakdown technical terms There are some tricky terms used throughout the home buying process that can be confusing for first-time buyers. It’s important
Cash in a deposit account doesn’t necessarily equate to safety. That’s why many investors are shifting to fixed interest securities. By any measurement, $2.8 trillion
The ATO is cracking down hard on GST frauds after finding a significant number of taxpayers falsely claiming GST refunds. The Serious Financial Crime Taskforce
Buying your first investment property can be a bold step towards a more prosperous and secure future. But it also poses risks. The Successful Investor’s
Just like your car needs a periodic service to stay in tune, here’s why you should rebalance your portfolio from time to time. A portfolio’s
If money’s too tight to mention, here’s some small steps that can make a big difference in achieving your financial goals. How would you rate
Developing good saving habits are an important part of life that can support you towards the home ownership journey but it can be tough to
Here is a practical approach to creating a retirement plan that will help enable financial peace of mind. Many investors concentrate on building their nest
It’s easier to make a claim on your life insurance if you gather the right information for your insurer. Who to contact to make a
Until recently, financial abuse was often kept secret, especially where it occurred within the family. Thankfully that’s changing with public awareness campaigns and help becoming
Sustainable investing is not new, but in recent years it’s moved from the green fringes into the mainstream. From climate change to animal rights and
Level 1
376 Highett Rd
HIGHETT 3190
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CFP® Dip FP
Authorised Representative 298494
Interprac Financial Planning Pty Ltd
I have worked in the financial services industry since 1982 and as a Financial Adviser since 1999.
I have worked for large Financial Planning businesses, Membership based organisations and looked after the financial planning needs of clients within an Accounting Practice before starting my own business.
I am married, have 4 older children and a grandson and I am keen golfer with mixed results like many .
I have been through many of the strategies I talk with clients about myself and with my family.
I have been through the journey of seeing my parents move into Aged care and negotiated the difficulties and pitfalls of understanding the system for them and this gives me an excellent insight into what is required to assist families at this difficult time.
In a previous roll I used to run retirement seminars looking at Centrelink and Retirement Incomes and how to make these work for you. I have helped many of my clients with Aged Care advice when their parents needed to move into Nursing Homes. For many clients I assist them with superannuation, building wealth and protecting their loved ones with insurance.
I am supported by his, Licensee, Interprac Financial Planning’s in-house resources and ongoing technical, systems and training.
I am committed to understanding your needs and identifying strategies and products to help you achieve your goals.
My guiding principle as an Adviser is to design plans which help to provide my clients with clarity of purpose and the opportunity to build a solid financial foundation.
I will take the time to listen, explain things clearly and keep you informed throughout the advice process.
My experience is complemented by professional qualifications including:
At Choice Financial Advice we work with you along the way on life’s journey.
Whether you are getting married, starting a family, embarking on the trip of a lifetime, planning to enjoy your years after work or assisting elderly parents with Aged Care and Nursing Home placements, we can help.