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Isobelle Torralba
SAFin AdvDipFP
Senior Investment Adviser
I aim to provide comprehensive advice across all areas of financial planning and investments. I actively manage my clients accounts based on their own personal individual requirements.
Isobelle has been involved in the Financial Services sector for over 30 years. Educated overseas, Isobelle worked as a Foreign Exchange Dealer before moving to Australia. After an extensive career in Banking she chose to focus her energy on Financial Advising and Stockbroking.
Investment Style
Isobelle specialises in guiding clients to reach their goals throughout the different phases of life. A priority is to establish the right mix of investments and strategies which include Self Managed Super Funds, Wealth creation Gearing strategies and retirement planning.
Services and Specialties
Personal Insurance
Fixed Interest and Cash Management
Superannuation Advice
Retirement and Estate Planning
Self-Managed Super Funds
Margin Lending and Gearing Strategies
Qualifications and Professional Affiliations
Diploma of Financial Services (Financial Planning)
Advanced Diploma of Financial Services (Financial Planning)
Associations
Member of Stockbrokers and Investment Advisers Association (MeSIAA)
Senior Associate of FINSIA
Competencies
FASEA Financial Adviser Exam
Tax (financial) Adviser
Superannuation
Margin Lending
ASIC Financial Advisers Register
Generic
Managed Investments
Direct International Equities Trading Adviser
Life Insurance
Securities
Financial Planning
I am employed by The Spring Hill Partnership which operates the business of Morgans Financial Limited - Spring Hill. My employer remunerates me by way of percentage of fees.
