Principal | Senior Insurance Adviser
BEc, ADFS, LRS
Direct. +61 8 6163 6161
Mobile. +61 448 190 584
Serena is passionate about helping others create financial security. Having managed and assisted many claims, she has played a crucial role in managing the claim process; assisting to have claims paid. At a time of illness or grief, you do not want to have further matters to contend with, Capital Partners claims management advocacy insulates you and your family from this process and allows you to focus on the things that matter to you.
Serena’s personal and business goal is to protect her clients and assist them when they need help
What do you enjoy most about wealth management?
I enjoy helping people achieve an outcome that results in their family or business being protected.
What’s the biggest challenge?
There are often many moving parts in this work, it is important to keep all of the balls in the air, in sequence, to achieve the best results.
What do you love most about being part of Capital Partners?
I love the passion, integrity, knowledge and experience of the people I work with. I love how focused they are on solving the real issues for our clients.
What quality of yours makes you suited to what you do?
I am passionate and persistent. I actually care about people.
How should people think about their wealth?
Wealth is more than simply money. It is also time, health, happiness and sharing your talent.
What do you love to do outside of work?
I try to fit as much in my time as possible. I love spending time with my family, seeing my friends, keeping active.
What does your ideal holiday look like?
My ideal holiday is with my family and friends. Being active, exploring countries, experiencing places and learning the history or variations of a place. I would be bored sitting by a pool!
Education and Associations
- Bachelor of Economics
- Advanced Diploma in Financial Services
- Life Risk Specialist
- Member – Financial Planning Association of Australia
- Member – Association of Financial Advisers