Di BlandPractice Manager
- Financial Planning
- Managed Investments
- SMSF’s
- Margin Lending
- Risk Insurance
- Superannuation & Retirement Planning
- Direct Equities/Shares
Sub Authorised Rep. #386199
- Advanced Diploma of Financial Planning
- Diploma of Financial Services
- Certificate IV in Business Administration
- Commissioner for Declarations
Di recently moved from the Gold Coast to be closer to her family. She has over 7 years’ experience in the finance industry.
Di loves meeting clients and ensures they receive an exceptional client experience.
In her spare time she enjoys family outings especially going to the beach.
Feel free to call her with any questions or updates. She is always happy to help.
recent news
Financial Planning Checklist For Every Stage of Your Life – Part 2
Your life changes drastically after you’re married. You buy a home, start having children, hit your career peak and before you know it, you’re at your retirement party. Here’s a short overview of what financial tasks you should take on when you reach specific milestones in your life from buying a home to retirement and
December 3, 2019Financial Planning Checklist For Every Stage of Your Life
Life and money are linked whether we like it or not. Financial priorities change as you hit different milestones throughout your life. Your financial goals should shift to serve your biggest needs. Some will be long term and take place over decades, while some will be shorter. Knowing what your financial goals should be focused
December 1, 2019Goals to Set For Wealth Creation
Goals are important in life in order to sustain progress with a purpose over the long term. They are more than a simple hope or desire. They are targeted destinations that you work towards in a strategic way. If you want to create wealth, having an action plan is important to make them become real.
October 17, 2019
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