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

Halina Roach, CFP®

Name Halina Roach, CFP®
Company Your Family CFO Pty Ltd
Address Suite 2/24A Ranelagh Drive
Mount Eliza, VIC 3930
Phone 0401 306 787
Mobile 0401 306 787

Halina established Your Family CFO in 2016. After more than ten years working as a Senior Wealth Adviser at NAB Private Wealth, Halina felt that Australian families deserve a more client-centric service offering.

Halina works with clients to help them understand and clarify their short and long term goals and objectives. She then helps them put a plan in place to make these a reality. This may involve work with cashflow, investments, superannuation, personal insurance and/or estate planning.

At Your Family CFO a client's best interest is truly at the heart of every decision, without any potential product or ownership bias.

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