- Advanced Diploma of Financial Planning (Adv Dip Fs)
- Member of Financial Planning Association of Australia (FPA)
- Financial Ombudsmen Service
Serena is passionate about helping client’s grow and protect their wealth to achieve their financial goals. Serena understands that every client has different goals and different life and ‘investment’ experiences which is why she enjoys working closely with them to get them on track to achieve their ‘bigger’ picture.
Serena's ideas of Financial Freedom
My idea of Financial Freedom is to have the freedom of choice to do be able to spend time with my family and friends, help community causes special to me and to enjoy life without the financial constraints!