Bernadette Shiels CFP®

About Me

Bernadette initially joined the financial planning industry in 2002, working as a paraplanner and has since moved into various roles including compliance and financial planning roles. Bernadette has gained extensive experience over the last 20 plus years, on a wide variety of financial planning issues.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 10 Years
  • Licensed By
    Licensed By Rkbj Private Wealth Pty Ltd
CERTIFIED FINANCIAL PLANNER®