Bronwyn Abraham CFP®
About Me
Bronnie is a director and proud part-owner of Dolfinwise where she has been working for more than 14 years in various roles, providing her with a broad understanding of clients needs. She has been a licenced Financial Planner since 2013.
Bronnie holds a Bachelor of Commerce majoring in both Financial Planning and Accounting and is a Certified Financial Planner™, which is internationally recognised as the highest qualification in Financial Planning. While completing her Certified Financial Planner™ designation, Bronnie was the winner of the 2017 Gwen Fletcher Memorial Award for being the highest performer in the program.
Bronnie has also been appointed as a Commissioner for Declarations (C.Dec) for the State of Queensland and completed additional specialist training to provide advice in relation to complex areas such as self-managed superannuation funds.
Bronnie specialises in advising areas such as retirement planning, superannuation, wealth creation, personal insurance and estate planning. She is passionate about making a difference in clients lives through strategic advice and helping clients feel more confident and empowered making financial decisions.
Areas of Focus
- Aged care
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
-
Years of Experience 11 Years
-
Licensed By Paragem Pty Limited