Senior Financial Advisor
Central CoastErina
New South Wales

Zoe’s passion lies in getting to know her clients on a personal level. Throughout her 20 years in the financial services industry, Zoe has built trusted relationships with clients at all stages of life, each with their own unique needs and goals.

As a trusted advisor, Zoe provides comprehensive advice for her clients, partnering with them to plan for their retirement, grow and protect their wealth, and safeguard themselves and their loved ones financially through personal insurance. In addition, Zoe assists with budgeting, reducing debt, cash flow management, and offers guidance on reviewing existing superannuation and investment strategies as well as social security options.

Zoe holds a Bachelor of Commerce degree, Graduate Diploma of Applied Finance and Investment, Advanced Diploma of Financial Planning, and SMSF accreditation. Zoe has the education and experience necessary to provide expert financial guidance. She is also a proud member of the Financial Adviser Association Australia

If you’re looking for a financial advisor who will work closely with you to help you achieve your financial goals, please don’t hesitate to reach out.

Qualifications and Memberships

  • Bachelor of Commerce

  • Graduate Diploma of Applied Finance and Investment

  • Advanced Diploma of Financial Planning

  • Member of the Financial Advice Association Australia


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