Louella Jorge CFP®
About Me
I find fulfillment in helping people, provide guidance and direction to reach their financial goals. I try to simplify and clarify strategies to provide a comfortable and enjoyable experience for clients. My clients benefit from my years of experience, CFP qualifications and natural ability to empathize. I utilise my skills to benefit others in need of financial direction in the fields of retirement planning, wealth creation and personal protection.
Areas of Focus
- Aged care
- Cashflow management
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
-
Highest Level of Education Bachelor Degree
-
Years of Experience 24 Years
-
Licensed By Ri Advice Group Pty Ltd