Financial Planner, Noosaville

Living by Sir Edmund Hilary’s great philosophy - the future is purchased by the present, Effi has been a financial planner since 2006. Learning from the ground up as a personal assistant, paraplanner and client service manager to some of the industry’s best, Effi has a broad range of experience in financial planning. Effi aims to work with her clients to ensure they have enough money for when they need it most - whether it’s for retirement, in the event of illness or accident or to simply enjoy everyday.

Effi firmly believes that to provide someone with sound financial advice you first need to understand personal success. She develops advice based on her client’s current situation, needs, goals and objectives and is a strong believer in finding a tailored solution. She also believes there are opportunities for everyone - you don’t need to be rich to invest, you need to invest to be rich.

Outside her passion for financial planning, investment planning and research and helping people achieve their goals, her great loves are family, friends, animals and of course, shopping!

Specialises in:

Retirement planning
Financial planning
Investment financial planning
Superannuation
Debt management
Wealth protection

Qualifications:

Dip.FS (FP)

Memberships and Associations:

AMP Authorised Representative 324197