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NADIA NARCISO
FINANCIAL ADVISER

Nadia qualified as a financial planner in 2001 and first began working with Oreon in 2014. Prior to joining the team, she worked as a Business Development Manager for Count Financial Ltd, a Financial Adviser for BankSA Financial Planning, and a Paraplanner for KPMG Financial Services.

Clients describe Nadia as friendly, efficient and professional. She’s known for her strong listening and communication skills and for explaining things in a way that clients understand. With extensive experience in the financial services industry, she focuses on building lasting relationships with clients and working to understand and respond quickly to their needs.

PROFESSIONAL FOCUS

In her role as a financial adviser, Nadia provides advice for all stages of a client’s life cycle, from accumulators and pre-retirees to retirees. Her areas of expertise include wealth accumulation, savings and investment strategies, superannuation strategies, retirement planning, Self Managed Superannuation Fund advice, personal risk protection and aged care planning.

QUALIFICATIONS

  • Graduate Diploma in Financial Planning
  • Completed the CFP Program and CPA Program
  • Bachelor in Accounting