3 Steps to Wealth

The Wealth Guy’s tried and tested steps to a wealthier life:

 protect     save     invest

The Wealth Guy Signature

 

Testimonials:

 

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qualifications

Qualifications

The Wealth Guy’s Qualifications:

  • Master of Taxation and Financial Planning
  • Bachelor of Laws (Hons)
  • Bachelor of Business (Accountancy)
  • Fellow of the Taxation Institute (FTI)
  • SMSF Specialist AdvisorTM
  • Advanced Diploma of Financial Services (Financial Planning)
  • Diploma of Financial Services (Financial Planning)
  • ASX Accredited Derivatives Advisor
  • ASX Accredited Listed Product Adviser (ASIC)
  • Self Managed Superannuation Fund Accredited (Kaplan)

 

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