"My core objective is to assist people with achieving their goals using my effective financial management skills and knowledge."
Yachi commenced working in the finance industry in 2010 after completing Bachelors of Applied Finance and Commerce. Yachi also holds a Graduate Diploma of Financial Planning and Diploma of Business, and has experience in paraplanning and client service management.
Services and specialities
- Financial Planning
- Retirement and Estate Planning
- Self-Managed Super Funds
- Superannuation Advice
- Wealth Management
Investment Style
Yachi enjoys listening to clients to understand their situation, goals and objectives, and likes to formulate strategies to assist them with achieving their goals. Yachi specialises in superannuation, including Self-Managed Superannuation Funds, retirement and estate planning.
Industry Education & Experience
Qualifications
- Accredited Aged Care Professional™, Aged Care Steps (ACS) Pty Ltd, 2016
- Graduate Diploma of Financial Planning, Kaplan Professional, 2015
- Bachelor of Applied Finance & Commerce, University of South Australia, 2009
- Diploma of Business, South Australian Institute of Business Technology (SAIBT), 2006
- Ethics and Professional Relationships, QUT, 2020
Approved Competencies
- Financial Planning
- Generic
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Adelaide. My employer remunerates me as your adviser by way of salary. I am eligible to participate in a bonus scheme depending upon performance.