My story.

My parents moved to Springwood when I was little. I went to John Paul College, played rugby league for the Springwood Tigers from the age of five, and still live locally with my family.

I started in large financial planning firms, then in 2011 became AMP's youngest licensed adviser. The experience was useful, but the work I cared about most was helping regular families understand super, tax, retirement and the big decisions they had not been taught at home.

The ones who reminded me of my parents were not even getting through the door.

That is why I started Great Advice.

Who I work with.

Mostly pre-retirees and retirees in their 50s and 60s from Brisbane south-side, Logan, and the Gold Coast. People within ten years of stopping work who want to know if they have enough, whether their super is doing its job, and how the Age Pension fits in.

How I work.

The first meeting is free and usually runs about an hour. If we both want to keep going, I scope the work and quote a fixed fee in writing before anything starts.

Plans are written in plain English. Reviews are practical. We keep the focus on decisions you can actually use.

Credentials.

Graduate Diploma of Financial Planning (AQF Level 8). Corporate Authorised Representative, AR 434524, of Akumin Financial Planning Pty Ltd, AFSL 232706.

Great Advice is Aetos Wealth Advisors Pty Ltd (ACN 160 287 301). We are fee-based and do not accept commissions on superannuation or investment advice. Any insurer commission on risk-only advice is disclosed in the Statement of Advice. The current FSG / FSCG is available here.

Talk to me.

Come in to the Springwood office, meet by phone, or use video if that is easier.

Shop 1/50 Chatswood Rd, Springwood QLD 4127. Monday to Friday, 9am to 5pm.