Serena Palmer
Financial Planner

Serena specialises in personal protection, superannuation consolidation and retirement planning and enjoys working with clients that genuinely want to work towards improving their financial situation.



What's your idea of Financial Freedom?

& Memberships

  • Advanced Diploma of Financial Planning (Adv Dip Fs)
  • Member of Financial Planning Association of Australia (FPA)
  • Financial Ombudsmen Service

Areas of

Cash flow management
Wealth Creation

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!