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
-
Years of Experience 10 Years
-
Licensed By Rkbj Private Wealth Pty Ltd