WATTLE FINANCIAL PLANNING - Key Persons
Job Titles:
- Authorised Representative
- Authorised Representative of the CJ Partnership Pty Ltd
- Director and Financial Planner
Chris specialises in Superannuation, Retirement Planning, Centrelink advice, TTR, Risk insurances and also Budgeting & Cashflow.
Chris is degree qualified and holds several industry qualifications. He has worked in Financial Services since graduation both in the UK and here in Australia. He initially started his career as a Mortgage Broker and then as a Financial Planner within large Banking organisations for over 8 years. Chris now enjoys working within his own Practice.
Job Titles:
- Personal Mortgage Adviser
Having spent her career in client service and relationship management roles within the banking industry, it is hardly surprising that Clelia Innamorati has firmly established herself as a Mortgage Adviser and thriving on getting results for her clients.
Clelia says that with client satisfaction being her most important priority, the best way to achieve this is to listen to their needs and proactively manage the lending process.
"Listening to and understanding my clients' needs is essential to helping them to achieve their personal goals," Clelia explains.
"Also, I think it's important to make the whole experience effortless and streamlined so they leave finance up to me so they can focus on looking for a property and going about their lives without stress and worry."
Clelia joined Smartline in February 2010, bringing with her 12 years experience with a major lender, including three years as a relationship manager for the bank's premium financial services branch.
Armed with a swag of client service awards, Clelia's obvious passion is to provide the best customer service experience and ensuring clients walk away feeling absolutely satisfied their expectations have been met and exceeded.
Clelia lives in Pascoe Vale South, but in support of her clients she offers a mobile service throughout metropolitan Melbourne.
Job Titles:
- Marketing / Admin Manager
Katherine is degree qualified and has worked in Recruitment for financial organisations for over 10 years in both the UK and Australia. She has a real appreciation and understanding of how similar the financial journey can be to a career journey, with both having the potential to change quickly and have their fair share of ‘ups and downs'.
Katherine believes Financial Planning is for everybody. Having a Plan gives us both the direction to work towards achieving our goals as well as providing a safety net to fall back on if/when the unexpected happens and our circumstances change. The peace of mind this gives is priceless. Having access to an expert to talk us through the situation makes life a lot easier.
Providing a quality customer experience is central to how Wattle Financial Planning works by offering honest and tailored advice to their Clients. Katherine enjoys seeing a partnership being built with clients and seeing them achieve their goals.
Serhat has spent most of his adult life being involved in businesses having both an active and non- active role and understands first-hand the challenges faced day to day by business owners. Prior to setting up his own practice, along with his involvement in businesses, he spent over 12 years working for 2 well respected accounting firms, one located in Shepparton and then a city fringe firm in Melbourne.
Over the years I grew a desire to set up my own practice to not only complete tax returns and financial statements but to review the way my clients are doing business, working with our clients to educate them on the importance of both working in their business as well as working on their business. Also highlighting the importance of planning ahead, constantly reviewing their bookwork to help us together make well informed & timely decisions, setting budgets and goals and working towards those goals and growing / building your business to where you want it to be and beyond. I also wanted to build a firm where I could build a reputable professional network so when my clients needed advice from a planner, needed to review their loans or wanted to start investing in property or set up a self-managed superannuation fund I could help them and refer them on to people I know and trust.