About

I am a director and senior adviser of Indian Ocean Financial Services (IFSWA) which is located near the shopping centre of Bluff Point, a suburb of the City of Geraldton. Our company focuses on providing strategic and investment solutions for small business clients, professionals, teachers, blue collar workers and SMSFs. One of these solutions is our customised ethical share portfolio offered through our own administration platform. Our business philosophy includes the goal of minimising our carbon footprint while educating awareness of ethical and sustainable behaviour through investment choice. We are proud to back up those statements by setting the example:
1) We refund all investment and insurance commission back if you commit to one of our ongoing service packages. In other words, we charge a (non-%) fee only.
2) We minimise our business carbon foot print by sourcing 100% of our energy needs from our own renewable energy installation situated on the roof of our building.
Finally, I am a Certified Financial Adviser, Bachelor of Business and Master of Taxation with ethical investment and financial planning experience of more than 10 and 15 years respectively and joint the RIAA back in 2008. If you would like to know how we can help you please check out our website or give me a call. (more)