Halina Roach Email & Phone Number | As a Family Wealth Adviser at Your Family CFO, I work in partnership with clients to develop and implement personalised strategic financial planning solutions, including investment management services. Working closely with busy professionals and families, I have a collaborative working style and listen to my clients’ needs to ensure the best outcomes for them personally. My aim is to help clients achieve financial freedom, both now and in the future. I enjoy working with new clients and readily welcome those who share my interest in charitable giving. I also pride myself on building long-lasting relationships with clients, as well as third party advisers and referral sources. I have the ability to work through challenging situations – more recently managing investment and wealth portfolios through the Global Financial Crisis. During this time I worked closely with clients to ensure informed decisions were made regarding their wealth portfolios, which today has brought positive results. My thorough planning and ability to communicate effectively means I constantly deliver. With clients’ needs in mind, I listen and apply my 15 years+ of finance industry experience to ensure a positive and ongoing professional relationship. My key areas of expertise include: • Wealth strategies, investment advice (including cash/fixed interest assets), direct shares and managed funds • Superannuation and retirement planning strategies • Self managed superannuation funds • Philanthropic strategies, including private ancillary funds • Personal protection insurance • Wills and estate planning I would love to start a conversation and can be contacted on 0401 306 787.

Halina Roach

As a Family Wealth Adviser at Your Family CFO, I work in partnership with clients to develop and imp...
Melbourne, Melbourne, Australia

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Halina Roach’s Email hroach@yourfamilycfo.melbourne

Halina Roach’s Phone Numbers +61 401 306****

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Halina Roach’s Location Melbourne, Melbourne, Australia

Halina Roach’s Current Industry Your Family Cfo

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Work Experience

Your Family Cfo

Director and Family Wealth Adviser

2016-09-01 00:00:00 - Present

National Australia Bank

Senior Wealth Adviser

2007-01-01 00:00:00 - 2015-10-01 00:00:00

Rsm Robson Rhodes

Sales Support – Pensions and Investments Department (Wealth and Finance)

2002-10-01 00:00:00 - 2003-02-01 00:00:00

James Hallam Financial Services

Sales Support – Pensions and Investments Department (Wealth and Finance)

2002-07-01 00:00:00 - 2002-08-01 00:00:00

Morley Fund Management

Static Data Clerk – Data and Pricing Control Department

2002-03-01 00:00:00 - 2002-07-01 00:00:00

Jp Morgan Private Financial Services

Paraplanner

2000-10-01 00:00:00 - 2001-11-01 00:00:00

Jbwere

Stockbroker’s Assistant

2000-04-01 00:00:00 - 2000-10-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Halina Roach

Halina Roach is located at
Melbourne, Melbourne, Australia

Halina Roach is a As a Family Wealth Adviser at Your Family CFO, I work in partnership with clients to develop and implement personalised strategic financial planning solutions, including investment management services. Working closely with busy professionals and families, I have a collaborative working style and listen to my clients’ needs to ensure the best outcomes for them personally. My aim is to help clients achieve financial freedom, both now and in the future. I enjoy working with new clients and readily welcome those who share my interest in charitable giving. I also pride myself on building long-lasting relationships with clients, as well as third party advisers and referral sources. I have the ability to work through challenging situations – more recently managing investment and wealth portfolios through the Global Financial Crisis. During this time I worked closely with clients to ensure informed decisions were made regarding their wealth portfolios, which today has brought positive results. My thorough planning and ability to communicate effectively means I constantly deliver. With clients’ needs in mind, I listen and apply my 15 years+ of finance industry experience to ensure a positive and ongoing professional relationship. My key areas of expertise include: • Wealth strategies, investment advice (including cash/fixed interest assets), direct shares and managed funds • Superannuation and retirement planning strategies • Self managed superannuation funds • Philanthropic strategies, including private ancillary funds • Personal protection insurance • Wills and estate planning I would love to start a conversation and can be contacted on 0401 306 787.

Halina Roach currently works in the Your Family Cfo |

No Languages Available

Halina Roach has prior
experience in the following industries:
National Australia Bank | Rsm Robson Rhodes | James Hallam Financial Services | Morley Fund Management | Jp Morgan Private Financial Services | Jbwere

Halina Roach has the following professional experience:
Your Family Cfo | National Australia Bank | Rsm Robson Rhodes | James Hallam Financial Services | Morley Fund Management | Jp Morgan Private Financial Services | Jbwere