As a qualified youth worker and trauma counsellor, Antoinette brings a different skillset to her role as financial adviser. This has enabled her to provide emotional support to clients going through a difficult time, as well as financial advice to improve their situation. She has a passion for improving the financial literacy of her clients so that they not only understand their financial plan, but also get actively involved in implementing it.
As a Certified Financial Planner® with 18 years’ experience, she enjoys working with a range of clients from those with complex structures to pre-retirees wanting a clear retirement plan.
Specialising in providing advice to professional women, Antoinette is a seasoned presenter at seminars and boardroom lunches and her mainstream media appearances include Sky News Business and Channel 9’s The Today Show.
She enjoys writing articles aimed at spreading awareness of, and confidence in, managing your own money and contributes regularly to various publications including The Financial Standard, Money and Life Magazine and The New Daily.
Antoinette holds the following qualifications:
She is a Certified Financial Planner (CFP®), holds a Graduate Diploma of Financial Planning and an Advanced Diploma of Financial Services (Financial Planning). She is registered as a Tax (financial) Adviser with the Tax Practitioners Board (Nr. 25016948) and is also a member of the professional body Financial Advice Association of Australia. She holds a Bachelors’ Degree in Youthwork, a certificate in Crisis Debriefing and Trauma Counselling, both from UNISA. She also holds a Certificate IV in Finance & Mortgage Broking and has successfully sat the FASEA Exam in September 2019.