As a financial advisor with 7 years of professional experience, I offer comprehensive financial services to help individuals and businesses achieve their financial goals. My approach combines analytical expertise with personalized strategies tailored to your specific needs and long-term objectives.
Entity Type (Individual or Business)
Individual
Based In
Melbourne, Australia
Language Proficiency
Dutch, Portuguese, Polish
Years of Experience
7
Education
CPA with Master's in Accounting, University of Texas
Skills
Financial modeling, QuickBooks, Excel, data analysis, financial forecasting, strategic planning
Expertise
Financial analysis, business strategy, tax planning, investment management, risk assessment
Licensure
City/State Licensed and Insured
Experience
7+ years providing financial guidance to startups, with expertise in tax planning.
Certifications
State Licensed
Awards
Excellence in Customer Service Recognition
Insurance
Bonded and insured
Accepted Payment Methods
Credit Card, Bank Transfer
Insurances Accepted
Select PPO plans accepted
Financing Options
No financing offered at this time
Service Areas
All Services & Prices
From AUD
1115 - AUD
1720
Financial Strategy Consultation
Price: AUD
1300
Comprehensive analysis and strategic planning for optimizing your financial position.
Business Plan Development
Price: AUD
1965
Detailed business plans with financial projections and market analysis for startups or growth.
Ongoing Financial Advisory
Price: AUD
116 per
hour
Regular consultation and advisory services for continued financial optimization.
Media
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Frequently Asked Questions
Do you offer revisions?
Yes, all projects include 2-3 rounds of revisions to ensure your complete satisfaction. Additional revisions are available at a nominal fee.
How do you charge for your services?
I offer several pricing models including fixed project rates, hourly billing, and retainer options. The most appropriate model depends on your project scope and requirements. I provide transparent quotes with no hidden fees.
What information do you need to get started?
To get started, I'll need information about your goals, target audience, timeline, budget, and any existing materials or examples you admire. The more detailed information you provide, the better I can meet your expectations.