FYG Planners are pleased to announce Your Family CFO of Melbourne have joined our privately owned financial services licensee. Your Family CFO is a boutique wealth management business that puts their clients at the heart of everything they do.
Your Family CFO was founded by Halina Roach, who decided to establish Your Family CFO in 2016 after more than a decade working for one of Australia’s leading private banks. Halina felt that clients deserved a more client-centric service offering. A service offering where a client’s best interest is truly at the heart of every client interaction, without any potential product or ownership bias.
Halina is Director and Family Wealth Adviser at Your Family CFO and will work as a strategic partner and adviser to her clients with the intention to form deep and long term relationships with clients and their families.
From an education perspective, Halina has a Bachelor of Business (Banking & Finance) and a Graduate Diploma in Financial Planning. In addition, she is a Certified Financial Planner, which is the highest financial planning professional accreditation in Australia.
If you are looking for conflict free financial advice in Melbourne can find Halina at Your Family CFO.
