Authorised Representative No. 1271033
Qualifications: Diploma of Financial Planning (RG146)
With 4 years’ experience within the Financial Planning industry, Loredana’s strengths lie in building connections and communicating on a deeper level with each of her clients. Holding a Diploma in Financial Planning, she partners with individuals and provides holistic portfolio advice and solutions, specifically tailored to help clients realise their retirement goals.
Loredana is an exceptionally caring, thorough and detail-orientated adviser. Hailing from a nursing background, she understands the enormous importance of maintaining a balance between physical, as well as and financial wellbeing.
Loredana thrives on providing education and encouragement, which together – assists her clients to stay accountable and live their best lives, with financial confidence for the future.
Away from the office, she enjoys staying fit, working-up a sweat, and taking her dog for long walks along the beachfront.