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
Website www.yourfamilycfo.melbourne

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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