Christa Pawlowski

Horizon Investment Solutions Pty Ltd

Gold
6 Yrs Experience
Bunbury, WA 6230
I have many years experience across Self Managed Superannuation, Private Wealth and Insurance Paraplaning. As a DPM Insurance Consultant, I work proactively to build lasting professional relationships and I'm passionate about providing quality service to my clients, to asisst them in meeting their insurance needs.

Expertise

  • Insurance Protection

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2016
  • Years of experience 6
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Horizon Investment Solutions Pty Ltd

Suite 4, 2-4 Jetty Rd
Bunbury, WA 6230

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Horizon Investment Solutions Pty Ltd

AFSL 527462

5.00
1 Review
5
4
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1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Christa has been brilliant in sorting out my income protection issues in a very challenging environment"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

My clients have reviewed me based on the following areas of advice

  • Insurance Protection

Qualifications & Training

Client Engagement Skills - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Economic and Legal Context for Financial Planning - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

FASEA Exam

Level
0 - Training / Exam / Other
Institution
Financial Adviser Standards and Ethics Authority Ltd (FASEA)
Completed
2020

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2018

Professional Memberships

SMSF Association (SMSF)

Membership type
Associate
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