Florence

Florence serves as a Director at JTCA Financial Services, boasting over a decade of experience in the financial industry. As a registered financial planner and licensed mortgage broker, her primary focus lies in guiding both small and large businesses towards long-term growth and wealth generation. Florence stands out as a highly sought-after and trusted adviser, earning recognition from clients and industry peers alike.
Her approach involves working closely with clients to comprehend their individual needs, empowering them with knowledge, security, and the autonomy to make informed decisions. Florence firmly believes that diligence and a disciplined strategy yield optimal results for her clients, and she collaborates with them to devise tailored plans. Her exceptional ability to transform static spreadsheets into dynamic visuals helps clients grasp and future-proof their financial strategies
In addition, Florence is a specialist in Self-Managed Superannuation Funds, partnering with clients to ensure their compliance and administration obligations are met.
Florence’s areas of expertise include:

• General Financial Planning
• Lending and Refinancing
• Superannuation
• Investment Planning
• Estate Planning

Florence completed her Bachelor of Commerce, majoring in Accounting and Finance, at the University of Melbourne. She spent five years in tax accounting before transitioning to financial planning, simultaneously earning her CPA certification. She also holds a Diploma of Financial Services and a Diploma of Finance and Mortgage Broking Management. Florence is a proud member of CPA Australia and the Mortgage and Finance Association of Australia (MFAA).

Outside of the office, Florence cherishes quality time with family and friends, embarking on bushwalks, or simply basking in the sun at her favorite local beach.

Florence is an Authorised Representative of Profinancial Pty Ltd, AFSL 522416.