Associate Adviser

Qualifications

Bachelor of Business (Finance)

Advanced Diploma of Financial Planning

Florian’s role

Florian assists our Advisers and works with clients directly, with the delivery of financial strategies to achieve clients’ goals and objectives.

Florian also manages the team’s advice production and delivery, including researching strategies and ensuring the advice of our team is compliant and up to date with industry, market and legislative developments.

About Florian

Florian moved to Tasmania from Sydney in 1999, quickly falling in love with his new surroundings.

After having discovered his passion for investing and overwhelming desire to help people, Florian put himself to work on the path to Financial Planning. Having completed his Bachelor of Business (Finance) at the University of Tasmania and Advanced Diploma of Financial Planning, Florian is now continuing his studies to obtain the Certified Financial Planner designation, further developing his skills within his role as Associate Adviser.

In his spare time, Florian enjoys bushwalking, motorcycle rides and photography, in his relentless pursuit for adventure.