Evolution Wealth Management is a financial services business with a strong client focus providing financial advice, products and services.
Our core business beliefs are:
- Always place the best interests of our clients first.
- Earn trust by providing professional services with integrity and honesty 100% of the time.
- Always demonstrate a high level of professionalism and conduct.
- Maintain competence by continuing to educate myself with ongoing training to ensure I have the knowledge, skills and abilities to provide professional advisory services.
- To protect the confidentiality of client information at all times.
- To provide professional services diligently with a commitment to our clients in a timely and thorough manner, taking due care in planning, supervising and delivering financial advice.
- Where possible, maintain a fee for service charge.
- Make decisions that are informed and logically reflect our clients best interests.
- Make decisions that are not influenced by product providers.
- Work with businesses that share common values.
I have worked as a Financial Adviser for the past 20 years and during this time I have built trusted and long term relationships with clients in the Penrith, Blue Mountains and Sydney Metropolitan area.
I currently hold an Advanced Diploma of Financial Services (Financial Planning).
I have extensive experience in investment management, retirement planning, superannuation and SMSF’s, insurance, taxation, estate planning and centrelink planning.
My passion is to give clients quality advice with great service and to build a strong ongoing relationship for their financial future.
Financial Planner and Director of Evolution Wealth Management