"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
- Portfolio Administration
- Wealth Management
- Superannuation Advice
- Retirement and Estate Planning
- Personal Insurance (Life, TPD)
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
- Bachelor of Commerce & Laws, University of Stellenbosch, 2002
- Master of Laws (Tax), UNISA, 2007
- Graduate Diploma of Financial Planning, Finsia, 2008
- Tax (Financial) Adviser
- Financial Planning Association of Australia
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.
- Financial Planning
- Managed Investments
- Life Insurance
- Margin Lending