At Empowered Financial PartnersTM, we aim to help every client live an Empowered Life.
We are pleased to introduce our Client Advisers here:
CFP® , B Ec, Grad Dip Acc, CPA, Reg Tax Agent
Bernie has been employed in the financial industry since 1973. Prior to joining RetireInvest in 1992, he gained extensive commercial experience, particularly in the areas of economics, treasury and corporate finance. His desire to help people with their finances and apply his analytical skills to solving their financial problems, prompted his move into financial planning in 1992.
Bernie is a Certified Practising Accountant and Registered Tax Agent. He also holds the internationally recognised Certified Financial Planner™ qualification from the Financial Planning Association of Australia. As part of this qualification Bernie is required to undertake ongoing educational and professional development to ensure that he is fully aware of current industry information and able to service clients needs professionally.
These accreditations, together with his extensive experience, mean that he is well qualified to help clients to achieve their financial goals.
Jason has been in the financial services industry since 1997, first becoming a financial adviser in 2001. He holds a Diploma in Financial Planning, an Executive MBA, Masters in International Studies and a Bachelor in Social Sciences.
He is currently Chair of the Platform Sub-Committee as a member of the RI Advice, Proprietor Advisory Council.
As a Trusted Advisor® he practices Values-Based Financial Planning™. In doing so he loves helping clients get their entire financial house in order, so they can concentrate on more meaningful pursuits than worrying about their finances. He also has extensive knowledge in business consulting and planning and assists SMEs in the field of strategic consulting.
Outside of the business he is on the Board of Life Education Victoria as Treasurer, a Business Mentor in The Growth Project and the Treasurer of Power House Juniors Rugby Union Football Club. In his spare time he enjoys exercising, skiing, following rugby and spending as much time as he can with his beautiful wife and 3 children.
Daisy joined our group in May 1992 and became a Financial Adviser in December 2004. She holds a Diploma of Financial Services (Financial Planning) and is well qualified to help clients to achieve their financial goals.