Level 2, Cnr Maroochydore Road & Evans Street,Maroochydore, QLD, 4558Request a callback Book an appointment
Matthew has as over 7 years’ experience in financial advice and holds the internationally recognised Certified Financial Planner qualification and has a Graduate Diploma in Financial Planning.
Erica is a Senior Financial Planner in the Sunshine Coast office of Infocus. She has been working in the financial services industry since 1994, as a Financial Adviser since 1999 and a Certified Financial PlannerTM (CFP®) since 2006. CFP® is the highest level of certification that a Financial Adviser can achieve. The CFP® mark represents standards of excellence and demonstrates commitment to financial planning.
Erica’s focus is to deliver greater certainty to clients’ financial lives by getting to know her clients, identifying their financial and lifestyle goals, determining appropriate strategies to put in place and then meeting regularly to review the plan and to fine tune it to ensure that the client/adviser relationship is a long and successful one.
Erica is skilled in wealth creation, cashflow management, debt reduction and retirement strategies. She prides herself on being able to make things simple for clients so that they can clearly see how they will meet their individual goals for the future.
I have been a client of Infocus for 16 years and have always been very pleased with their service. Their availability for advice has always been excellent. I would not hesitate to recommend them.
Any questions or concerns are answered honestly and directly and we also enjoy the interaction with Shaun and the team at Infocus.
At our age its reassuring to have a Financial Adviser who understands our circumstances, connects with us and explains in a manner we understand. Erica is a wonder!