Nancy Vos
About Me
I have enjoyed working within the financial sector for over eight years and have applied my knowledge and qualifications as a Financial Adviser to help assess a client’s financial needs and achieve their short-term and long-term financial goals.
I have completed a Bachelor’s degree in Commerce (Economics and International Relations) and received an Advanced Diploma in Financial Planning.
I specialize in providing my expertise and advice regarding wealth creation, protection, and retirement planning. I believe in the power of education and knowledge. The more a client is equipped with financial literacy and understanding, the more empowered they feel to take control of their future.
I am dedicated and passionate about the difference a quality financial plan can have on an individual’s financial journey. I believe in empowering my clients to take control of their financial futures through education, application, and expert guidance. I aim to truly understand each client’s objectives to identify what is essential to each client and create a tailored and strategic financial plan to achieve their goals.
Areas of Focus
- Aged care
- Cashflow management
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 7 Years
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Licensed By Picture Wealth Advisory Pty Ltd