Freda Sikar Email & Phone Number

Sydney, Australia

During this time I have been employed full time in my son’s financial planning business assisting in an 18 month maternity leave position. I have also been studying to complete my Advanced Diploma in Financial Planning and Self-Managed Super Fund Specialist course.In this dynamic role I have been able to bring my wide experience and extensive knowledge of financial planning and have been known as the ‘go to’ person. As you can see, this is not your standard financial planning job as I have worm many hats as senior advice support and office manager and the statement ‘it's not my job’ doesn't really exist in this firm. Key Accountabilities of this role:Deliver personalised financial solutions to clients and organise and coordinate office operations and procedures.Major Achievements:• Preparing and implementing financial plans.• Providing periodic updates on portfolio performance and conducting review meetings.• Educate clients and answer any questions in relation to their portfolios.• Meeting with and managing relationships with clients, staff, vendors and service providers.• Wide range of administrative and executive support related tasks.• Organise office operations and procedures.• First point of contact for maintenance, mailing, shopping, supplies, equipment, bills & errands.

Australia

My success as an ASX200 trader can be put down to formulating trading plans based on my client’s needs and level of risk tolerance. I generally use technical analysis on past market data to forecast future price directions for listed companies.

Suite 60, Level 11, 88 Pitt Street, Sydney Nsw 2000.

I work with clients to develop financial strategies that will help them achieve their life goals. My depth of experience across the stock market as well as insurance, super and property investing, is especially useful for people wanting to make the most their Self Managed Super Fund.I have created financial plans for people with little financial knowledge and others with established investment portfolios. In all cases, I offer advice (and help with implementation) on how to improve your wealth – for your specific goals and timeframes, including retirement.I am not tied to a particular product provider and charge only for my time. This means I am free to recommend the products and approach that suit your individual circumstances. It also means I can react quickly when your life or the market unexpectedly changes. For more information or to book a no-obligation review of your financial goals, call me on 0410 656 720 or email me at freda.sikar@ampfp.com.au.

I assessed risk/reward profiles on a broad spectrum of clients and advised them on appropriate investment and insurance strategies to meet their needs. This included preparing Risk and Super Statements of Advice and liaising with insurance professionals on the client’s behalf. As well as looking after my own client portfolio, I monitored legislation and market changes and advised existing clients of any insurance or compliance issues that could affect them.All my documentation was to ‘audit ready’ standard.

Property can be a very rewarding investment area. As always, it’s about recognising potential growth areas in the market. During my time as a director at Impera Development, I specialised in identifying future growth regions and commercially viable sites for luxury townhouses within them.

Advanced Diploma In Financial Planning, Financial Planning And Services

Self Managed Super Fund Specialist, Financial Planning And Services

Diploma In Financial Services Ps146 (2007, Southport Tafe), Financial Planning And Services

Activities and Societies: Member of the Australian Technical Analysis Association (ATAA) Achieved Certified Financial Technician (CFTe).