With regular appointments and discussions, always leave feeling...

Anonymous client survey

Staci Allen—Griffith Intern — Broadbeach Office.


Staci joined the Josman Team in February 2009 due to the Griffith University Financial Planning and Accounting internship program. Josman Financial Group is proud to support this program and is keen to help pave a positive career for Staci who has proven to be a great asset. Staci only has two subjects left in her Financial Planning and Accounting Degree and she believes this will be a big step from her first job at McDonalds.


Staci’s role encompasses all aspects of Financial Planning and in particular, she helps prepare strategies and statements of advice. There’s a lot of work behind the scenes of a financial plan and Staci is quickly learning how much research and work goes into each personalised plan.


Staci has a cheerful and vibrant personality who likes dancing, movies, shopping and going out with friends to dine on her favourite cuisine—pasta. Staci says she loves working at Josman because of the people and how all her studies actually works in the real world.

Staci and the Broadbeach Team can be contacted on:

Ph: 07 5554 4000

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Retiring on investment interest: can it be done?

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Tracey Roberts

Authorised Representative

Risk Insurance

Book an appointment

Today!

Specialist Advice in:
Life Insurance

Total & Permanent Disability

Trauma

Income Protection

Location:
BROADBEACH

8.30am - 3.30pm

DAILY

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to make your appointment

or call:

5554 4000

 

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Josman Planning Pty Ltd and Josman Ballina Pty Ltd are both trading as Josman Financial Group
and are Corporate Authorised Representatives of
Charter Financial Planning Limited ABN 35 002 976 294 AFS Licence No. 234665
Registered Office: Level 9, 750 Collins Street, Docklands, GPO Box 2830AA, Melbourne VIC 3000

 

 
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