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Porsha Papas

Porsha Papas

BCom
Authorised representative number: 001270130

Financial Adviser

"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

Retirement and Estate Planning
Aged Care
Portfolio Administration
Stockbroking
Financial Planning
Superannuation Advice

Industry Experience

Sectors Covered

Porsha Papas's previous roles have included

Industry recognition

Qualifications and Professional Affiliations

Bachelor of Commerce (Financial Planning)
Tier 1 Generic
Accredited Aged Care Professional™

Associations

Association of Financial Advisers

Competencies

Life Insurance
Financial Planning
Generic
Managed Investments
Securities
Superannuation

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.