Financial Planner Profile
Senior Financial Adviser | Financial Strategist
Synthia has been working in financial services since 2013, and has experience working with individuals, family, pre-retirees and post-retirees, helping people achieve their financial aspirations no matter their stage of life.
Prior to joining UGC, Synthia worked in a position managing boutique practices, focusing mainly in SMSF advice, training junior advisers in the provision of compliant financial advice and servicing clients. She has also held positions in remediation, evaluating advice given by other advisers to ensure the scope of advice and related subject matter had been administered in the client’s best interests. Synthia worked to continuously update and maintain a high level of technical knowledge and compliance standards across a wide area of financial advice.
Synthia is a Senior Financial Adviser at UGC. With over seven years’ of industry experience, Synthia has trained junior advisers in provision of compliant financial advice and servicing clients. Synthia has been passionately involved in a comprehensive advice approach, where her philosophy is to reduce debt and increase overall net assets through intelligent wealth creation and tax optimisation strategies.
What to Expect When We First Meet
The 3 major benefits I promise my advice will deliver are:
1. Making my clients financially better off
2. Providing complete peace of mind
3. Delivering life-changing outcomes
What will take place during the appointment?
The appointment will last approximately two hours, and will cover the following:
An introduction to our service
A discussion of your lifestyle and financial goals and how we can work together to achieve these goals
A review of your personal and financial situation
Agreement as to the next steps to be taken
What to bring to the meeting:
In preparation for your Initial meeting I have included the following items in preparation for your meeting:
Your latest tax return
Investment statements (including share statements)
Details of insurance policies
Details of Wills & Power of Attorneys’
A Budget (attached below)– This provides insight into your disposable income and is an important part of the Financial Planning Process
Describe your role and how you fit into the team
My role is to work closely with current and new clients and assess their future financial and life goals and objectives. This involves an analysis of their current situation including gathering information to assist us to determine the best strategies and road map moving forward. A very important part of my role is to review our clients’ road map on a regular basis to make sure they stay on track taking into consideration their changing needs, circumstances and the economic environment around us.
An important part of the financial planning process when appropriate is to create a safety net for the client in the form of personal insurance to protect their lifestyle, assets and objectives.
As far as where I fit in the team, there is no “I” in the team and acknowledge that I am only one part of a team of people with a broad range of skills and experience. At the end of the day, we all work together to assist our clients professionally and efficiently.
“Synthia has been successful in building trusted relationships with clients, journeying alongside them to understand their stage of life and staying engaged through different life events, helping them reach their financial objectives”
Financial Planning Services:
- Personal Superannuation advice
- Self Managed Super Funds
- Wealth Management & Non-Super Investment advice
- Personal Protection (Life, Total & Permanent Disablement, Trauma & Income Protection covers)
- Business Life Insurance (Key Person, Business Expenses, Buy/Sell)
- Taking a redundancy
- Family matters
- Gearing advice through Margin Lending strategies
- Debt Management
- Estate Planning
- Cash Flow Management
- Pre Retirement and Retirement Planning
- Centrelink Benefit Strategies
- Estate planning
- Relationship breakdown