Yachi Ise
GDipFP BCom BAppFin
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Wealth Management Support
My core objective is to assist people with achieving their goals using my effective financial management skills and knowledge.
Yachi commenced working in the finance industry in 2010 after completing Bachelors of Applied Finance and Commerce. Yachi also holds a Graduate Diploma of Financial Planning and Diploma of Business, and has experience in paraplanning and client service management.
Investment Style
Yachi enjoys listening to clients to understand their situation, goals and objectives, and likes to formulate strategies to assist them with achieving their goals. Yachi specialises in superannuation, including Self-Managed Superannuation Funds, retirement and estate planning.
Services and Specialties
Financial Planning
Wealth Management
Superannuation Advice
Self-Managed Super Funds
Retirement and Estate Planning
Qualifications and Professional Affiliations
Ethics and Professional Relationships
Graduate Diploma of Financial Planning
Diploma of Business
Bachelor of Applied Finance & Commerce
Accredited Aged Care Professional™
Associations
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Competencies
Managed Investments
Superannuation
Margin Lending
Generic
Securities
Financial Planning
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Adelaide. My employer remunerates me by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Adelaide. My employer remunerates me as your adviser by way of salary. I am eligible to participate in a bonus scheme depending upon performance.
