A Certified Financial Planner (CFP®) with a financial planning and tax background, Bernice brings over 8 years of Financial Services experience to Solomons Wealth Management. She has been a trusted advisor since 2015 with a deep understanding of investments, superannuation, SMSF, insurance and estate planning and has previously worked at leading institutions including Macquarie Group, KPMG and Commonwealth Bank of Australia. Bernice is passionate about helping clients achieve their goals by utilising optimal strategies and endeavours to always act in their best interests.
AR (#001236432) of PGW Financial Services Pty Ltd AFSL 384713
English, Mandarin
– John Wooden
