Salena Stonehouse Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
Salena is passionate about helping clients make smart decisions around their financial affairs to ensure they have a plan to achieve financial independence.
In order to achieve this, Salena likes to gain a deep understanding of her clients’ financial milestones enabling her to build a game plan to meet the desired objectives. Salena works hard to explain complex financial terminology in a clear and simple manor, building trusted relationships with her clients.
Salena has been working in the financial services industry since 2014 and joins us with valuable experience in superannuation and strategic financial advice. Prior to joining Fitzpatricks Private Wealth, Salena worked at a national firm, Dixon Advisory & Superannuation Services.
Outside of work, Salena enjoys spending time with her husband, playing golf and waterskiing.
Qualifications/Memberships
- Certified Financial Planner®
- Bachelor of Commerce, majoring in Finance and Economic (University of Newcastle)
- Diploma of Financial Planning
- Advanced Diploma of Financial Planning
- Certificate IV in Finance and Mortgage Broking
- Self Managed Superannuation Funds
Areas of expertise
Retirement Planning and Pensions
Insurance advice for individuals and business owners
Self Managed Superannuation Funds (SMSF)
Superannuation
Tax Effective Wealth Strategies
Wealth Creation
Debt Management
Strategic Financial Advice
Centrelink Benefits
Experience
- Working in Financial Services since 2014
Testimonials
We cannot thank Salena and her team enough for the work she has done with us. We felt completely muddled, unorganised and inefficient when it came to our financial management position. More than anything we felt overwhelmed when we tried to take control ourselves. From the first meeting with Salena and team, we literally sighed with relief and have felt a huge weight being lifted off our shoulders.
It is sometimes difficult to pass the baton onto others to take, however Salena aligned immediately with our wants and goals, and set clear quarterly objectives to give us the opportunity to create a sound baseline to maximise our long-term financial position. This has allowed us to focus and achieve significant business growth in the short time we have been engaged with Salena. More importantly, it has given us the capacity to have more time with family.
We have been exceptionally fortunate to have such a capable person help navigate us through such a volatile, crazy year that has been 2020. Salena has been transparent with the current climate and made us feel protected and secure. Every external party she has aligned us with have mirrored her expertise and gone above and beyond expectation.
One point we want to make is that you are never too young to use the guidance Fitzpatricks provide. They adapt to each individual’s personal goals and plans for each stage of life. Only now do we see the huge compounding effects their guidance is going to have over our lifetime. There is no doubt that our best interests are always at the forefront. Salena will raise things that haven’t even been considered, including how to maximise our son’s financial position, whom is currently only 4 years old. We are excited for the time when he is old enough to be taking part in discussions and planning for our families future and his own. We cannot thank you enough for your guidance and friendship.
Natalie Muntz, Chiropractor
Salena Stonehouse
(02) 4926 5099
Request a meetingFitzpatricks Private Wealth (Aust)
Suite 401C, Level 4, 19 Honeysuckle Drive, Newcastle 230002 4926 5099 - Fax: 02 4926 5899
