Stockbroking | Wealth Management | Corporate Advice

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Wilani Conradie

Wilani Conradie

CFP, BComm, LLM, Dip FP

Authorised Representative: 330659

Investment Adviser

“I believe that each client is different and aim to provide personalised advice that is as unique as you are.”

Wilani is a securities and Investment Adviser. She commenced her career in financial planning in 2007 after migrating to Australia from South Africa where she worked as a commercial lawyer for 6 years. This background in law gives her a unique perspective and adds depth to the level of advice she provides.

Services and specialities

  • Stockbroking
  • Retirement and Estate Planning
  • Personal Insurance
  • Superannuation Advice
  • Fixed Interest and Cash Management
  • Wealth Management

Investment Style

I help my clients to design personalised strategies for creating and protecting wealth. Taking your stage of life, level of experience and personal goals and needs into consideration we tailor a strategy that is right for you. I often draw on the experience of senior collegues and work as a team to help you meet your financial goals.

Industry Education & Experience

Qualifications
  • Bachelor of Commerce & Laws, University of Stellenbosch, South Africa, 2002
  • Master of Laws (Tax), UNISA, South Africa, 2007
  • Graduate Diploma of Financial Planning, Finsia, Australia, 2008
Professional Associations
  • Financial Planning Association of Australia
Approved Competencies
  • Financial Planning
  • Superannuation
  • Securities
  • Life Insurance
  • Managed Investments
  • Generics
I am employed by Compass Financial Services which is the entity that
manages the office of Morgans Financial Ltd in Townsville. I am
remunerated by way of salary.

Market Indices

ASX 200