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 - firstname.lastname@example.org - FASEA qualified - Master of Financial Planning - 2020/2021 - Financial Planner of the Year in Fiducian Financial Services
Dawn was easy to understand when explaining strategies she was using for my financial plan and future investments and goals.
Dawn is very professional and friendly.has good knowledge of our needs and explains everything so well.
Dawn is a very approachable and friendly person. She demonstrates very good knowledge and articulates all aspects of financial planning in a clear and concise manner. I would have no hesitation in recommending her and Fiducian to all family and friends.
Dawn is very professional person in everything she explain to us.
- Adviser status Bronze
- Number of reviews 4
- First year providing advice 2018
- Years of experience 5
- Master of Financial Planning
Euroz Hartleys LimitedLevel 6, 141 Saint Georges Terrace
Perth, WA 6000
Euroz Hartleys Limited