Serena West
Financial Adviser
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About
Serena West is an ASIC-registered financial adviser based in Perth, Western Australia, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Bachelor of Economics from the University of Western Australia (2001) and an Advanced Diploma of Financial Services from 360 GWM (2004), Serena has built a strong foundation of knowledge and expertise in the financial industry. She further enhanced her skills by obtaining a Life Risk Specialist designation from the Financial Planning Association in 2010 and completing Ethics and Professionalism training through Kaplan Professional in 2021. Serena is also a proud member of the Financial Advice Association of Australia (FAAA). Serena is authorized to provide advice on a range of financial products, including superannuation and various types of insurance, with a particular focus on Life Risk Insurance. She works closely with her clients to develop personalized strategies that address their specific needs and aspirations. Key services offered include: • Superannuation advice • Insurance solutions • Life Risk Insurance planning Serena is committed to providing ethical, professional, and client-focused advice. If you're looking for a trusted financial adviser in Perth, contact Serena today to schedule a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Serena West offer?
Serena West specializes in providing advice on superannuation, insurance, and Life Risk Insurance. She can help you create a comprehensive financial plan tailored to your individual needs.
What are Serena West's qualifications?
Serena holds a Bachelor of Economics from the University of Western Australia and an Advanced Diploma of Financial Services. She is also a qualified Life Risk Specialist and has completed Ethics and Professionalism training.
How can Serena West help me with my superannuation?
Serena can provide advice on a range of superannuation matters, including fund selection, contribution strategies, and retirement planning. She can help you maximize your superannuation benefits and achieve your retirement goals.
What is the process for working with Serena?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Serena will then develop a personalized financial plan and work with you to implement the strategies. Regular reviews are conducted to ensure your plan remains aligned with your changing needs.
What can I expect from a consultation with Serena West?
During a consultation with Serena, you can expect a professional and supportive environment where your financial goals and concerns are heard. Serena will take the time to understand your unique circumstances and provide clear, practical advice to help you make informed decisions.
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