Archive

Jerry has a Bachelor of Science from Edith Cowan University, an Advance Diploma of Financial Planning and a Diploma of Management. Jerry works mostly with pre and post retirement clients, helping them navigate the changes and difficulties they may face and providing them with peace of...

Tammy joined Forrest Private Wealth in 2017 as a Financial Planning Assistant. She has completed her Advanced Diploma of Financial Services (FP). Prior to joining Forrest Private Wealth Tammy worked at RetireInvest and Infocus Nedlands in a client service capacity and then moved into para planning,...

Daana joined the Forrest Private Wealth team in 2018 as a Financial Planning Assistant. She is currently completing a Commerce Degree majoring in Finance at Curtin University and also have her CERT IV in Business Management. Prior to joining Forrest Private Wealth Daana has worked in...

Aaron Joined Taylor Financial Planners in 2010 after completing his Commerce Degree at Curtin University with majors in Accounting and Financial Planning. He has recently begun his CFP qualification through the FPA in 2016. Aaron has had a passion for shares and investing since an early...

Michael studied and completed a Bachelor of Business at Edith Cowan University before completing a Diploma and Advanced Diploma of Financial Planning. Michael’s aim is to make his clients lives better through the provision of financial advice and counsel. He is a specialist in both pre...

Mark’s experience is largely in the technology and financial services sector. He has experience in listing a company, M&A and capital raisings. He has a degree in commerce majoring in Law and Accounting and is a CPA. Mark’s core skills are in strategy setting and driving...

Bachelor of Commerce, Graduate Diploma of Financial Planning, Fellow of the Financial Services Institute of Australia, Master Practitioner Member of the Stockbrokers and Financial Advisers Association. With a background in financial services dating back to 1999, Peter’s passion is simple, to help clients make smarter financial...

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