Justin Ishac CFP®
About Me
I am a Certified Financial Planner and a member of the Financial Planning Association of Australia (FPA). I specialise in providing holistic advice to individuals and families to help create, manage and protect wealth.Combining a deep understanding of technology and expertise in financial planning, I aim to provide an engaging and collaborative client experience. I empower confidence at times of uncertainty by delivering clear and practical advice tailored to your specific objectives.I hold a Bachelor of Economics with a major in Finance and Economics from the University of NSW, a Masters in Financial Planning and have also completed the professional financial planner certification (CFP) as well as obtaining specialist accreditation in listed securities, age-care and margin lending. I am a member of the self-managed superannuation fund association.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
-
Years of Experience 7 Years
-
Licensed By Professional Wealth Services Pty Ltd