Financial Planner
AFP – Director
Post Graduate Diploma FINANCIAL PLANNING B.BUS (ACCOUNTING)
Financial Planner
AFP – Director
Post Graduate Diploma FINANCIAL PLANNING B.BUS (ACCOUNTING)
Zoe holds a Bachelor of Business (Accounting) and Post Graduate Diploma in Financial Planning and is currently completing her Masters degree in Financial Planning. She is also an Associate member of the Financial Planning Association.
Zoe has been with Power2 since 2016 working full time while studying both of her degrees. She initially started in financial planning administration before moving into the specialised role of Paraplanner where she has built an extensive understanding of both Financial Planning legislation, and strategy.
Over the last 2 years, Zoe has worked closely with Derek Fitzgerald as she transitioned into her current role as a Provisional Financial Advisor. Zoe has passed her Financial Adviser Exam and is in the final stages of her Professional Year (https://www.fasea.gov.au/professional-year/). During this time Zoe is undertaking supervised work and training with the guidance of Derek Fitzgerald.
Zoe moved to Mackay in 2015 from a small mining town called Moura, she enjoys spending time with family, friends and her two puppies. She loves spending time exploring the Mackay regions walking tracks and beaches
“Good Financial Decisions, everyday”, is the secret to helping our clients achieve their longer term financial goals.