MenuYanni Mavrikis
About Me
I'm passionate about helping clients navigate their journey to financial freedom and understand that no two clients are the same. I appreciate the time involved in getting to fully understand client’s own personal needs, goals, and objectives. I believe that with personal finances there’s always opportunity to improve and do better, even if it’s as simple as completing a budget and understanding cashflow, which I openly admit is always a fun but necessary exercise.
Areas of Focus
- Aged care
- Cashflow management
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 2 Years -
Licensed By Perpetual Trustee Company Limited
