For ADF Personnel
I have nearly 25 years of experience in the RAAF and Defence Industry and continue to serve as an active reservist. I understand the unique decisions that ADF members need to make regarding their finances.
The ProcessWhat can you expect?
Would you like to speak to us over the phone or online (Zoom)? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.
The initial meeting is a short meeting (no more than 30 minutes) to discuss your expectations of the advice process, what problem you are trying to solve and to discover how I might be able to help you. I can provide general information or direct you to other resources but I cannot give you advice at this meeting. I provide you with a Financial Services Guide and may ask you to complete a Financial Health Survey to help focus our discussions on areas of concern for you.