CFP® Certification. Diploma of Financial Planning. Certificate in Financial Markets
I have over twenty years’ experience in financial services offering holistic advice to clients from all age groups and background.
Through Triumph Financial Planning, I recommend strategies that are tailored to meet each client’s objectives and desired outcomes and importantly, provide on-going reviews as part of our service.
Maintaining currency with all aspects of financial planning is achieved through ongoing training, professional development and conferences. I have a special interest in assisting rural clients and those approaching retirement.
My list of accreditations is shown in my Planner Profile.
B.Bus Accounting. CFP® Certification. Advanced Diploma of Financial Services
I have over twenty years’ experience in business management and financial planning, offering holistic advice to clients from all age groups and background.
The provision of individual strategies tailored to suit each client’s objectives and desired outcomes are the basis of our planning and importantly, on-going reviews to ensure clients stay on track. Clients also benefit from my accounting and direct equities trading background. I have a special interest in portfolio construction and risk management.
Maintaining up to date education with all aspects of financial planning is achieved through ongoing training, professional development and conferences.
Sharon is the Practice Manager for the business and ensures all advice is timely and compliant. Sharon has over 13 years experience in the financial planning industry – having held positions of Office Manager, Financial Adviser and Senior Para-Planner.
Sharon brings a wealth of experience in all facets of the financial planning process.
Amanda is the Office Administrator and Receptionist for the business. Amanda is the face of our business and is the first point of contact when phoning or coming into our office.
Amanda comes to us with a background in domestic travel and general insurance.