Bio

Get to know me

Magda is an Independent Financial Planner with Succession Financial Planning, having joined in 2018. She have more than 20 experience in the Advice & insurance Industry. She treats each and every client with Integrity, Honesty, Professional Service & Loyalty.

Services

How I help my clients

  • Insurance
  • Short Term Insurance
  • GAP Cover (Referal)

Qualifications

Qualifications

  • FETC: Short Term Insurance

Interests

Things I like to do

  • Horse riding

Achieve financial independence and sustainable wealth with our financial coaching approach

Our team consists of a number of financial planners who specialise in different financial disciplines, which allows us to provide our clients with a greater depth of knowledge, servicing all financial needs and requirements from a single location. This customised approach takes into consideration the complexity and uniqueness of each client's position and goals, so you can rest assured that your specific financial needs will be catered for.

Speak to a planner