Yachi Ise
Wealth Management Support
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
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Associations
Competencies
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.
