Les has extensive business experience in a wide range of industries and been involved in the financial services industry for over 10 years. He has served in senior management positions across several areas of the industry including banking and mortgage operations.

Most recently, he served as the State Sales Manager for Elders Financial Planning in Perth.

Les made the decision to move from corporate management to private practice in his own business to utilise his knowledge and experience. He personally helps his clients develop and implement the strategies needed to build and protect wealth throughout all stages of life, from the initial working and family stages, through to middle age and beyond to retirement. His goal is to assist them to successfully navigate through the complex issues of wealth creation, wealth protection, superannuation, retirement and estate planning.

He achieves this by providing quality personalised advice, service and practical strategies to deliver superior solutions for all stages of life. Les holds a Graduate Diploma in Business Administration, a Bachelor of Arts majoring in Politics and a Certificate IV in Financial Services. Les is a Member of the Association of Financial Advisers (AFA) and is authorised to provide a wide range of services to you.

Expertise

  • Investment Planning
  • Wealth Accumulation Advice
  • Risk Planning Management
  • Superannuation Advice
  • Retirement Planning Advice
  • Estate Planning
  • Centrelink (Social Security) Advice
  • Tax Efficient Strategies
Financial Services Guide (part 2)
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