I am fully qualified in all areas of financial planning, however I do have a special interest in self managed superannuation funds and corporate superannuation funds.
I am committed to fully understanding each client's individual requirements, from short term to long term, before making a customised financial plan for them. Every recommendation has passed the "with my knowledge and experience of investment, tax and superannuation, what would I do if I were him or her?" test.
As a financial planner my job involves constructing portfolios. Understanding how to achieve fair returns and managing investment risk is challenging, especially when investment companies have a vested interest in telling the public what they want to hear, rather than the unvarnished truth. I see it as my role to share the various options available to each client and explain the risks and rewards that each may bring.