Most financial advisors focus on the wrong thing; themselves. They talk about their qualifications, their passion, their attention to detail and how long they’ve been in the industry.
To me, those are things that should be a given; not selling points. However, they are still very important and your financial future is too important to not ensure you are working with a trusted professional.
I am an Authorised & Credit Representative of Matrix Planning Solutions AFSL & ACL No. 238256. ABN: 45 087 470 200.
My qualifications and experience
I am university educated and with over 20 years experience, I am also a Certified Financial Planner® practitioner which is the highest financial adviser designation available and is recognised globally.
To maintain my CFP® status, I undertake mandated, audited, on-going professional development and training which has helped me to provide the most creative and innovative approaches to financial planning in Canberra.
I am a member of the Financial Planning Association (FPA), Australia’s leading professional community of financial planners. That is because I am actively committed to being the best financial planner I can be and to achieve that I must meet stricter criteria and higher standards than the minimum legal requirements for financial planners. I am committed to this because it provides a better service to you.
As testimony to my commitment to my clients, I won a merit award (Value of Advice award from the Financial Planning Association). The recognition was received for the outcome I achieved for a young family who successfully grew their net wealth by 25 times from $23,500 to $602,000 over a period of ten years. They also paid off their mortgage 11 years sooner (from 14 years to 3 years) and saved $48,000 in interest.
I am also recognised in the top 10 financial planners in the ACT and I am the only woman on the list.
Why not experience the difference?