▶︎ WHO WE ARE: Clear Wealth Planners Pty Ltd. is an Australian Financial Services Licensee (AFSL) number 533442. Clear Wealth Planners is responsible for the financial planning advice provided by your adviser and has the obligation to always consider your best interests. ▶︎ WHAT WE DO: Clear Wealth Planners is authorised to advise and deal in certain financial services to retail and wholesale clients, which allows us to consider the following strategies and products: Strategies • Wealth creation • Retirement planning • Investments • Personal life insurance • Superannuation • Centrelink planning • Debt reduction • Cash flow planning Products• Deposit products • Managed investment schemes (managed funds) and investor directed portfolio services • Retirement savings accounts • Securities, including shares, ETFs • Superannuation products • Self-managed superannuation funds • Life insurance and risk products

▶︎ WHO WE ARE: - We are your partners in helping you achieve your dreams and goals. - As one of Melbourne's leading mortgage advisors, we have years of experience that gives us an edge when it comes to providing sound advice on how to solve all these pesky problems plaguing both homeowners and investors alike!▶︎ WHAT WE DO: - A UFS mortgage broker takes the time to understand your situation and make sure you get in touch with an appropriate lender. - If you need help with your mortgage, we provide a tailored solution to suit the unique needs of each client. - Our mortgage broker specialists will work closely alongside you so they know exactly what your financial goals and needs are before recommending your best options.

I join Vivid Financial Planning as a paraplanner. My role is to work alongside the advisers to prepare and administer financial plans or recommendation reports for clients. I am a detail-oriented and organized person who enjoys meticulous research and investigation to provide our clients with a professional ongoing financial planning experience. I have built up a strong and diversified academic background with a Master degree in Accounting, a Master degree in Business, and a Bachelor degree in Finance and Banking. I am also working towards the achievement of other qualifications and designations in the field of financial planning to provide our clients with a peace of mind in my professional knowledge and experience.

• Autonomously prepared quarterly and end of year financial reports• Prepared the company tax returns and payroll reports• Dealt with account receivable and account payable transactions