Cathy Irwin

Serafina Wealth Management

Gold
8 Yrs Experience
Cooroy, QLD 4563

At Serafina Wealth Management, we cater to your specific financial needs to ensure that you’re not just living but thriving now and in the future. Whether you need help saving, paying off debt, building wealth, or protecting what you’ve earned, we’ve got you covered.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Fees are based on client requirements, therefore complimentary appointment is offered to discuss individual client needs, to established the required advice and strategies to meet their goals and needs.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 8
  • First year providing advice 2016
  • Years of experience 8
  • Highest qualification
    • Bachelor of Commerce (Financial Planning)
  • Language spoken
    • English

Serafina Wealth Management

39 Oak St
Cooroy, QLD 4563

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Lifespan Financial Planning

AFSL 229892