Dawn Partridge

Euroz Hartleys Limited

Bronze
6 Yrs Experience
Perth, WA 6000

As a young professional in the financial services industry. I have developed my skills through my ongoing education to continue to educate and empower my clients in their financial affairs. My main focus are clients' who are approaching retirement, accumulating wealth, personal protection and heavy focus on ensuring their Estate Planning arrangements are put in place. I provide myself on being approachable, kind and show empathy to clients through our ongoing relationship. If you would like to connect as a client or a finance professional, please feel free to email - dawn.partridge@fiducianfs.com.au - FASEA qualified - Master of Financial Planning - 2020/2021 - Financial Planner of the Year in Fiducian Financial Services

Expertise

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Euroz Hartleys Limited

QV1, Level 37, 250 St Georges Terrace
Perth, WA 6000

Licensed by

Euroz Hartleys Limited

AFSL 230052