Bernadette joined Belmores Wealth Management in 2017 after relocating from Melbourne, having worked with Vision Super for 9 years.
Since joining Belmores, Bernadette has been instrumental in helping clients meet their financial goals, constructing high quality advice strategies and documentation for clients. Bernadette shares the Responsible Manager role for our Financial Planning license with Ben Douglass and is also the Compliance Manager whose role is to ensure we meet our fiduciary obligations.
Bernadette holds both a Graduate Certificate and Graduate Diploma in Financial Planning and is an Authorised Representative of Belmores Wealth Management.
Bernadette lives in Yarrawonga with her husband and two children and enjoys spending time in the local community.
GET IN CONTACT
50 Belmore St Yarrawonga
PO Box 200 Yarrawonga
VIC 3730
70 Belmore St Yarrawonga
PO Box 49 Yarrawonga VIC 3730
134 Melville Street, Numurkah VIC 3636
1-7 Albert St, Myrtleford VIC 3737
Australia
PO Box 246
3 Ireland St, Bright VIC 3741, Australia
PO Box 71
(The old post office building)