Felicity has extensive financial planning experience advising High-net-worth individuals, not-for-profit and business clients to achieve their financial goals and objectives. She has a proven track record for holistic wealth management as she helps clients identify the right strategy, structure and investment portfolio for their needs. She then partners with them over the long term through a trust-based advice relationship to grow their wealth and passive investment income, to ensure they achieve financial security.
Felicity’s specialist advice encompasses her clients’ total financial goals and objectives. Felicity provides comprehensive advice on investment portfolio construction and management, self-managed superannuation funds, gearing, personal superannuation, retirement planning strategies, aged care, estate planning, succession planning, personal insurance, business insurance and debt reduction.
Felicity holds a Masters of Financial Planning, Graduate Certificate in Applied Finance, and a Bachelor of Property Economics.