Nancy Vos’ passion for the financial industry is displayed through her appetite to further increase her qualifications. Already holding a Bachelor of Commerce (Economics) and a Diploma of Financial Planning, she is currently completing her Certified Financial Planner (CFP®) qualification. She is also a member of the Financial Planning Association and has also successfully completed the Financial Adviser Exam and met the FASEA education standards for financial advisers.
Nancy enjoys working with her clients to help them achieve their lifestyle goals and take control of their financial future.
Nancy applies her knowledge to deliver a personalised plan for her clients. Some of the areas covered are - retirement planning, wealth accumulation, superannuation, personal risk insurance and business insurance, estate planning, and Centrelink.
Financial planning services are provided by Eastwoods Wealth Management Pty Ltd ABN 17 008 167 002 / AFSL 237853 trading as Beyond Bank Australia Wealth Management. Eastwoods Wealth Management Pty Ltd is a wholly owned but not guaranteed subsidiary of Beyond Bank Australia Ltd. ABN 15 087 651 143 AFSL/Australian Credit Licence 237 856.
Nancy is not authorised to provide advice on:
- Self Managed Super Funds (SMSF)
- Margin Lending/Gearing
Please ask Nancy if you would like a referral for these services.