
Principal Financial Educator, Planner and Wealth Coach at FINDRE
Perth Area, Australia

Principal Financial Educator, Planner and Wealth Coach at FINDRE
Perth Area, Australia
FINDRE are specialists in providing Workplace Financial Education programs to boost company profits by reducing personal financial stress that negatively impacts upon the workplace. Workplace Financial Education actually saves you money rather than costing money as it: reduces staff turnover, improves productivity and reduces absenteeism among many other benefits. Visit www.findre.com.au for more information and a free report.
In addition FINDRE provides personal financial advice, focussed on strategic financial planning. We specialise in personal advice, education and wealth coaching for young professionals.
Workplace Financial Education; Comprehensive strategic personal financial advice including: retirement planning, wealth creation, superannuation and insurance.
(Privately Held; 1-10 employees; Financial Services industry)
July 2005 — Present (3 years 6 months)
Specialist educator and wealth coach developing and delivering FINDRE's innovative Workplace Financial Education programs.
(Privately Held; 1-10 employees; Financial Services industry)
July 2005 — Present (3 years 6 months)
Certified Financial Planner (CFP) since 2004
Masterclass for Financial Planning 2007 and 2004, as voted by The Australian Financial Review Smart Investor
Rising Star Adviser of the Year 2006, Sentry Financial Services Pty Ltd