(02) 4984 1988 advice@aspirewp.com.au

Phone: 0427 036 888
Email: djfpsales@bigpond.com

I have worked in the Financial Planning industry since 1998 following a long career in banking going back to 1977.
 
I specialise in pre-retirement and retirement planning strategies including Centrelink. So predominantly clients aged 55+. I find this area of advice most rewarding as I am able to provide a significant benefit to clients in an important time in their lives.
 
I also work with clients who need Self-Managed Super Fund advice.
 
I am an easy going person and clients often say I have the ability to make a complex subject or situation seem very simple to them.
 
Hobbies are mainly outdoor activities such as Golf, cycling {no Lycra) mainly mountain biking, fly fishing so living in the Nelson Bay Area is a great fit for work life balance.


HOW CAN I HELP YOU?

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Call me directly on 0427 036 888 or email djfpsales@bigpond.com to arrange your first consultation.
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We wish to thank you and your wonderful team for setting up our Retirement and Future. Your professionalism is evident throughout your staff, who have done a magic job. We are looking forward to a long and happy association with Aspire in the future. Alan & Beverly