Investing for retirement is important regardless of your age. For a many in their 20s ‘retirement’ feels irrelevant.
Having completed a Bachelor of Commerce (Accounting & Financial Planning) in 2009 commensurate with her start in the Financial Planning profession, Stevie-Jade has always taken the time to educate her clients to help them make informed decisions in their pursuit of creating wealth. In 2014, she became a Certified Financial Planner with the FPA. Passionate about the financial advice industry, Stevie-Jade spent time coaching financial planners at one of the Big Four banks, training and developing over 120 planners individually in the WA, SA and NT regions as well as inducting over 150 planners from all over Australia in national inductions. Stevie-Jade joined the Tribeca team in 2020 as a Senior Advisor after spending the prior 3 years building up a start-up Financial Planning business with no clients or referral sources, strengthening her business development skills and gaining operations and management experience. In line with Tribeca’s purpose, she isn’t afraid to take a different approach to financial advice and prefers a collaborative approach to helping her clients achieve their goals. Her personal goal is to help as many people throughout her career as possible.