Denise is a Wealth Adviser in our Private Wealth team at BDO in Brisbane. She has 25 years’ experience in a range of financial services roles and uses her extensive knowledge to advise and assist her clients with their financial future.
Denise works with individuals, families, professionals and business owners to map out their journey and ensure they understand the options and possibilities available. By providing clarity around their choices, they are able to make financial decisions that best fit their needs. Denise works with her clients to chart progress and stay on track to reach their goals.
Denise provides tailored and fluid advice to meet the needs of her clients in a range of situations, including: property purchase, financing, arranging the right estate planning solution, planning strategies for retirement, helping you through a divorce settlement or developing an investment strategy and recommendations.
- Investment strategy development
- Portfolio construction
- Superannuation and retirement planning
- Estate planning
- Diploma of Financial Planning
- ACIP - Independent Centre of Investment & Financial Planning
- Member (AFP), Financial Planning Association