Halina Roach
Your Family Cfo Pty Ltd
Gold
20 Yrs Experience
Mount Eliza, VIC 3930
Halina has over 14 years experience as a financial planner, both within a large corporate structure and now within her own boutique financial planning business, Your Family CFO.
At Your Family CFO, we work with you and your family as a strategic partner and wealth adviser.
Like a traditional corporate Chief Financial Officer, our role is part guardian, part organiser, part change agent and part architect.
Expertise
My fees
I offer a free initial consultation for potential new clients.
Get in touch
At a glance
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Adviser status
Gold
- First year providing advice 2004
- Years of experience 20
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Highest qualifications
- Graduate Diploma of Financial Planning
- Certified Financial Planner (CFP)
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Language spoken
- English
Your Family Cfo Pty Ltd
Suite 2, 24a Ranelagh DrMount Eliza, VIC 3930
Opening hours
- 9:00am – 6:00pm Monday – Friday
Licensed by
FYG Planners Pty Ltd
AFSL 224543
