Pierce Hanlen Cfp® Email & Phone Number

🟣 𝗠𝗘 𝗜𝗡 𝗔 𝗡𝗨𝗧𝗦𝗛𝗘𝗟𝗟I am crazy about 𝗽𝗲𝗼𝗽𝗹𝗲 and the relationships we have with each other. My experiences in life so far have reinforced that the buck stops with those around us. When planning an amazing holiday, we think about the 𝗽𝗲𝗼𝗽𝗹𝗲 we want to share the experiences with. Through tough times, we turn to the 𝗽𝗲𝗼𝗽𝗹𝗲 we love to get us through.🟣𝗧𝗛𝗘 𝗘𝗔𝗥𝗟𝗜𝗘𝗥 𝗗𝗔𝗬𝗦I have always been good with numbers. Not exceptional, but very good. When you have a financial adviser for a father and an accounting teacher for a mother, I guess I was bound to be!Earlier on I spent a lot of time in customer service roles, which I 𝗟𝗢𝗩𝗘𝗗.However, when the sales side came in and I was required to put a sale before a customer, I 𝗛𝗔𝗧𝗘𝗗 it.I want to use these skills to 𝗶𝗺𝗽𝗿𝗼𝘃𝗲 𝘁𝗵𝗲 𝗹𝗶𝘃𝗲𝘀 𝗼𝗳 𝗼𝘁𝗵𝗲𝗿𝘀.I felt it necessary to include accounting in my studies, however also majored in financial planning. I want to help people more than I help businesses. Or even the people behind the business!🟣𝗪𝗛𝗔𝗧 𝗜 𝗛𝗔𝗩𝗘 𝗟𝗘𝗔𝗥𝗡𝗧 𝗔𝗟𝗢𝗡𝗚 𝗧𝗛𝗘 𝗪𝗔𝗬Travel taught me that 𝗽𝗲𝗼𝗽𝗹𝗲 are everything.Starting a tailor-made suit business from scratch with my brother taught me that 𝗵𝗮𝗿𝗱 𝘄𝗼𝗿𝗸 and great ideas can lead to extraordinary outcomes.Marriage has taught me that going through this journey 𝘀𝗶𝗱𝗲-𝗯𝘆-𝘀𝗶𝗱𝗲 is better than going it alone.Becoming a financial adviser helps me bring 𝗳𝗹𝗲𝘅𝗶𝗯𝗶𝗹𝗶𝘁𝘆 to the lives of my clients, as well as my own.Standing by the Western Bulldogs, day in day out, since 1999 has taught me patience, and eventually provided the ultimate reward in 2016.🟣𝗪𝗛𝗬 𝗔𝗠 𝗜 𝗗𝗢𝗜𝗡𝗚 𝗧𝗛𝗜𝗦❓People work hard to make a living, and eventually a substantial asset base.Along the way, these people also need to make sure they have a sound strategy in place to achieve their goals, and also need to partner with somebody to make sure that their assets as working as hard as they are. That’s what I do. I partner with my clients to make the most of what they have. 𝗜𝘁 𝗯𝗿𝗲𝗲𝗱𝘀 𝗰𝗼𝗻𝗳𝗶𝗱𝗲𝗻𝗰𝗲, 𝗳𝗿𝗲𝗲𝗱𝗼𝗺, 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆, 𝗮𝗻𝗱 𝘀𝘂𝗰𝗰𝗲𝘀𝘀.

Listed skills include Portfolio Management, Self Managed Superannuation Funds, Wealth Accumulation, Financial Goals, and 3 others.

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  Deakin University

  Financial Planning And Accounting