Breeanna Walsh
About Me
Breeanna joined the Lead Financial team early 2018 after relocating from the Gold Coast. She has a passion for empowering clients to make confident financial decisions and for formulating strategies that assist them to build wealth in order to meet their personal goals and objectives.
Breeanna is a three time recipient of the FAAA (formerly FPA) Women in Finance and Economics Scholarship, a Chartered Retirement Planning CounsellorTM (CRPC®), and will eventually find the time to complete the final subject of her Master in Financial Planning.
Breeanna is an Authorised Representative of Fortnum Private Wealth Ltd.
ABN 54 139 889 535 AFSL 357306.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Licensed By Fortnum Private Wealth Ltd