Salena Stonehouse CFP®
About Me
I'm passionate educating my clients and helping them make smart financial decisions to get them on track to achieving their financial milestones. In our busy world, people often aren't able to prioritise their finances, so my role is to take that burden off my clients so they can focus on whatever it is they do best! I have a small client base as I value long term client relationships that are built on trust. If you are a looking for a dedicated, energetic and trustworthy Adviser, I'd love to hear from you.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Retirement
- Superannuation
- Wealth management
-
Years of Experience 10 Years
-
Licensed By Personal Financial Services Ltd