Frequently Asked Questions

No, your first call and meeting are at my cost and complementary to you. During this meeting I aim to get to know you, your circumstances and determine how I can assist you.

I do not charge any fees until we have agreed on the scope of any advice, and you have agreed and signed off on that fee.

I’m available Monday to Friday 9am – 6pm at my offices in both Caringbah and Darlinghurst. If you can’t make it to our office or need an out of hours appointment, I’m happy to accommodate, please just let me know.

Yes, I am a licenced and qualified financial Adviser.

Dealing with any professional for the first time it is important to check they are licenced, qualified, are meeting their professional obligations and have not been subject to any disciplinary action from the regulator.

You can look me up on the Australian government register here: https://moneysmart.gov.au/financial-advice/financial-advisers-register#!id=000336837