“They are good people, they are professional people, they are honest people and we trust them.” Trevor & Ronda, Gooseberry Hill
Director/ Authorised Representative
Marijana has over 20 years, experience in the financial services and has been advising clients since 1997. After initially commencing her career in Stockbroking, Marijana moved into Financial Planning in 1999.
Marijana has completed a Bachelor of Business and a Graduate Diploma in Financial Planning through FINSIA and is also a fellow of the Institute of Company Directors and is an accredited SPAA SMSF Specialist Adviser.
Marijana established LIFE Financial Planners in 2004 and in early 2006 LIFE Financial Planners was granted its own Australian Financial Services Licence (AFSL). Having our own Licence ensures our advice and service can be tailored to our client’s needs without bias or favour.
Representative / Senior Para Planner / Office Manager
Mei has been a valued member of our team for the past 8 years in her role as Senior Paraplanner, Office Manager and Representative. Mei has worked in the Financial Planning industry for over 20 years and has built up a wealth of knowledge and experience during that time. With this high level of expertise, we are able to develop the most appropriate investment strategies to help our clients achieve their financial goals.
Client Services Officer
Mary-Jane joined LIFE Financial Planners in August 2017 as a Client Services Officer. She has two years prior experience in the financial services industry and has a passion for customer service.
Mary-Jane completed a Diploma of Financial Planning with Kaplan, with the intention to continue with her professional development. Mary-Jane also completed Bachelor of Economics, before completing Honours in Economics at Murdoch University (2013).
We are confident she will be a great addition to our team.
Our Team, financial services, Independent Financial Advisers, Life Financial Planners, financial adviser, independent financial adviser, personal insurance
2014, 2015 & 2016 Independent Financial Adviser (IFA) Excellence Awards Finalist – Best Client Servicing Company