I am the Director and Senior Financial Planner at Longview Financial Strategies.
At Longview Financial Strategies, we help Australians secure their financial future with expert advice, transparent strategies, and genuine support. Whether you're looking to grow your wealth, plan for retirement, or protect your family, our dedicated advice guides you every step of the way over the long term.
We take the time and are committed to understanding your unique needs to build long-term relationships over years to achieve your goals.
With over 20 years of experience providing both simple and comprehensive financial advice and building and managing academically sound investment and retirement portfolios, we enjoy what we do.
We practice a sophisticated yet simple philosophy in how we act, offering clear and transparent flat $ fees — with no hidden costs, no commissions, no conflicted products.
If you are considering preparing for retirement or just want to know where to start, feel free to reach out to us.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Recent reviews
At a glance
-
Adviser status
Platinum
- Rating
- Number of reviews 38
- First year providing advice 2009
- Years of experience 17
-
Highest qualification
- Certified Financial Planner (CFP)
-
Language spoken
- English
Longview Financial Strategies
Level 3, 149 Flinders StAdelaide, SA 5000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Alliance Wealth Pty Ltd
AFSL 449221