About
Conlie has been a financial adviser for over 25 years and is passionate about helping people align their financial choices with their personal goals and values while uncovering opportunities to support their vision.
He empowers his clients to make informed decisions and achieve a greater sense of control over their wealth.
Like his clients, Conlie values family and is experienced at facilitating sometimes difficult conversations with empathy and objectivity to preserve and strengthen family bonds.
He strives to remove financial complexity from his clients’ lives, freeing them up to focus on what’s important to them: family, business and themselves.
His ultimate aim is to give individuals and families confidence, capability and direction to achieve their personal & financial goals.
Qualifications & Memberships
- Bachelor of Business (Double Major in Finance & Marketing) – Edith Cowan University
- Financial Advising Essentials Subject – Securities Institute
- Certificate in Financial Markets – Securities Institute
- Margin Lending – Kaplan Professional
- Stock Markets and Products Subject – Securities Institute
- Insurance and Risk Protection – Kaplan Professional
- Self-Managed Superannuation Funds – Kaplan Professional
- Advanced Diploma of Financial Planning
- Ethics and Professionalism in Financial Advice – Kaplan Professional