April Fielden
About Me
With years of extensive experience within the financial planning industry and related industries, April brings this experience to you in all areas of retirement planning, incorporating Centrelink and aged care, wealth accumulation and protection. This brings a vast amount of knowledge to her clients.
Approaching a financial planner can seem daunting at first; however, April will ensure you have a rewarding and exciting experience. By exploring your current situation and assisting you in discovering what is important, April will help to articulate short, medium and long-term goals that become the foundation of the advice. With an agreed ongoing service standard, April will ensure that you feel you are working as a team to achieve the goals you set.
April has completed the following qualifications:
• Tax (Financial) Advisor Certificate
• Masters in Financial Planning
• Self-managed Superannuation Fund Accreditation
• Graduate Diploma in Business Administration
• Financial Adviser Standards and Ethics Exam (FASEA)
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 23 Years
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Licensed By Clarity Financial Services Pty Ltd