Porsha Papas
BCom
Financial Planner
"I believe Financial Planning can make an incredible difference to a person’s life, through financial coaching, support and assurance. Working together to achieve lifestyle goals and objectives via strategic advice and a trusted ongoing relationship."
Porsha is a qualified Financial Planner, who has been working in the financial services industry since 2015. Porsha enjoys helping people achieve their goals and objectives by applying a common sense approach to planning.
Investment Style
Porsha adheres to a disciplined investment framework using a broad network of quality investment and economic information. She will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile.
Services and Specialties
Financial Planning
Superannuation Advice
Retirement and Estate Planning
Aged Care
Portfolio Administration
Stockbroking
Qualifications and Professional Affiliations
Bachelor of Commerce (Financial Planning)
Accredited Aged Care Professional™
Tier 1 Generic
Associations
Association of Financial Advisers
Competencies
Securities
Financial Planning
Superannuation
Generic
Managed Investments
Life Insurance
I am employed by Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
