"I believe Financial Planning can make an incredible difference to a person’s life, through financial coaching, support and assurance. Working together to achieve lifestyle goals and objectives via strategic advice and a trusted ongoing relationship."
Porsha is a qualified Financial Planner, who has been working in the financial services industry since 2015. Porsha enjoys helping people achieve their goals and objectives by applying a common sense approach to planning.
Services and specialities
- Financial Planning
- Superannuation Advice
- Retirement and Estate Planning
- Aged Care
- Portfolio Administration
- Stockbroking
Investment Style
Porsha adheres to a disciplined investment framework using a broad network of quality investment and economic information. She will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile.
Industry Education & Experience
Qualifications
- Bachelor of Commerce (Financial Planning), Deakin University, 2020
- TASA and the TPB Code of Professional Conduct, Kaplan, 2019
- Tier 1 Generic, Kaplan, 2016
- Accredited Aged Care Professional™, Aged Care Steps, 2020
Professional Associations
- Association of Financial Advisers
Approved Competencies
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Securities
- Superannuation
I am employed by Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.