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Victoria Habra

Victoria is an Authorised Representative of Nexia Sydney Financial Solutions Pty Ltd.

In her seven years of experience, Victoria has developed a passion for helping her clients to navigate through the major changes in life and building a secure financial foundation for their future.

Victoria’s main focus is delivering tailored advice to clients based on their individual circumstances. She partners with her clients so that they can make a fully informed decision about the different options available to them in order to achieve the most favourable outcome in their personal situation, and to best meet their financial goals.

Whilst her client base ranges from Millenials’ to self-funded retirees, her key speciality is assisting young professionals to plan for their future so that they can enjoy financial stability later in life. She incorporates her personal experiences when working with clients to help them set financial goals and create a plan to achieve them. Victoria assists clients in finding a balance between enjoying their lifestyle now whilst building on a strong foundation to be financially prepared for the exciting milestones that lay ahead in their future.

Qualifications

  • CERTIFIED FINANCIAL PLANNER® (CFP)
  • Graduate Diploma of Financial Planning (Grad DFP)
  • Member of the Financial Planning Association of Australia – FPA
  • Bachelor of Business (Finance & Economics)
  • Diploma in Finance and Mortgage Broking

Skills

  • Financial Planning Advice
  • Wealth Accumulation Advice
  • Superannuation Advice, Including Self-Managed
  • Superannuation Funds
  • Retirement Planning Advice
  • Debt Structuring and Strategies
  • Cash Flow Advice
  • Life and Disability Insurance Advice
  • Estate Planning Services (Financial Planning)

Areas of Expertise

Investment

Super

Budget & Cash flow

Estate Planning

Wealth
Accumulation

Retirement

Insurance

Finance & Lending

Interested in talking to us?

Get in touch below for a free initial consultation with a Nexia Financial Adviser to discuss your cash flow situation and start planning for your financial goals today.

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