Stockbroking | Wealth Management | Corporate Advice

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Wilani Conradie

CFP® BCom LLM DipFP

Authorised Representative: 000330659

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 six years. This background in law gives her a unique perspective and adds depth to the level of advice she provides.

Services and specialities

  • Stockbroking
  • Portfolio Administration
  • Wealth Management
  • Superannuation Advice
  • Retirement and Estate Planning
  • Personal Insurance (Life, TPD)

Investment Style

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

Industry Education & Experience

Qualifications
  • Bachelor of Commerce & Laws, University of Stellenbosch, 2002
  • Master of Laws (Tax), UNISA, 2007
  • Graduate Diploma of Financial Planning, Finsia, 2008
Professional Associations Approved Competencies
  • Generic
  • Securities
  • Financial Planning
  • Managed Investments
  • Superannuation
  • Life Insurance
  • Margin Lending
I am employed by Compass Financial Services Pty Ltd which operates the business of Morgans Financial Limited - Townsville. My employer remunerates me as your adviser by way of salary.