The Financial Planning Association of Australia The Financial Planning Association of Australia

Deanne Poort, CFP®


Name Deanne Poort CFP®
Company AWARE FINANCIAL SERVICES AUSTRALIA LIMITED
Address Shop 1, 88-90 Crown Street PO Box 84
Wollongong, NSW 2500
Website [email protected]

I have been working in the Financial Planning Industry since 1996, initially working in Sydney before relocating to the Illawarra, where I attended high school and have chosen to raise my family. I completed my CFP studies in 2008. I have a young family and can understand the struggles of the day to day family in our community.I pride myself on my morals, ethics and honesty. I work hard at dismissing the myth that you need to have money to see a financial planner. My role is to help you achieve your goals and maximise how far your dollar can go.I specialise in holistic financial planning advice, tailored to suit your individual circumstances. My view is that everybody needs a ‘coach’ – somebody who can provide assistance, oversee your progress and ensure you are on track to meet your goals. Even Olympic athletes need a coach to overseas their progress and technique – similar to what I can offer clients. Financial planning jargon is minimised and our conversation will be in terms you can understand.Areas in which I can provided added value and specialist advice in are not limited to, but include:•

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