Fiona Castle

Fiona Castle Email and Phone Number

Financial Planner and Aged Care Specialist @ Partners in Wealth
East Gosford, NSW, AU
Fiona Castle's Location
East Gosford, New South Wales, Australia, Australia
Fiona Castle's Contact Details

Fiona Castle work email

Fiona Castle personal email

n/a
About Fiona Castle

With over eight years at Partners in Wealth, my expertise in wealth management and retirement planning is dedicated to crafting personalized financial strategies for our clients. Our team excels in navigating the complexities of aged care, providing tailored advice to ensure each individual's financial well-being. My Aged Care Accreditation bolsters this commitment, allowing me to address the specific financial challenges faced by older adults.At Partners in Wealth, we prioritize client-centric service, fostering relationships that empower clients to realize their financial aspirations and secure their futures. My dedication to this field is rooted in the fulfillment derived from guiding others through their financial journeys. It's the blend of technical knowledge, empathy, and strategic thinking that drives our success and cements our reputation as trusted advisors in financial planning.

Fiona Castle's Current Company Details
Partners in Wealth

Partners In Wealth

View
Financial Planner and Aged Care Specialist
East Gosford, NSW, AU
Employees:
7
Fiona Castle Work Experience Details
  • Partners In Wealth
    Financial Planner And Aged Care Specialist
    Partners In Wealth
    East Gosford, Nsw, Au
  • Partners In Wealth
    Financial Planner & Aged Care Specialist
    Partners In Wealth Mar 2016 - Present
    East Gosford, New South Wales, Australia
  • Partners In Wealth
    Paraplanner
    Partners In Wealth Mar 2016 - Mar 2017
  • Integrated Wealth Solutions (Nsw)
    Financial Planner
    Integrated Wealth Solutions (Nsw) Mar 2017 - Dec 2018
  • Robson Partners Pty Limited
    Paraplanner
    Robson Partners Pty Limited Aug 2015 - Mar 2016
  • Wealthstream Financial Solutions
    Paraplanner
    Wealthstream Financial Solutions Aug 2013 - Aug 2015
    Eastwood Nsw
  • State Super Financial Services
    Client Service Officer
    State Super Financial Services Apr 2012 - Aug 2013
    Gosford Nsw
  • Foye Financial Services
    Admin
    Foye Financial Services Apr 2006 - Apr 2012

Fiona Castle Skills

Wealth Management Financial Planning Retirement Planning Portfolio Management Risk Management Finance Investments Superannuation Investment Strategies Insurance Pensions Retirement Financial Risk Retirement Communities

Fiona Castle Education Details

Frequently Asked Questions about Fiona Castle

What company does Fiona Castle work for?

Fiona Castle works for Partners In Wealth

What is Fiona Castle's role at the current company?

Fiona Castle's current role is Financial Planner and Aged Care Specialist.

What is Fiona Castle's email address?

Fiona Castle's email address is fi****@****.com.au

What schools did Fiona Castle attend?

Fiona Castle attended Kaplan Professional, Kaplan Professional, Kaplan Professional, Burwood Girls High School.

What skills is Fiona Castle known for?

Fiona Castle has skills like Wealth Management, Financial Planning, Retirement Planning, Portfolio Management, Risk Management, Finance, Investments, Superannuation, Investment Strategies, Insurance, Pensions, Retirement.

Who are Fiona Castle's colleagues?

Fiona Castle's colleagues are Sarah Richardson, Sarah Condon, Stephanie Stafford, Tim Condon.

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