Collins House provides a multidisciplinary approach to assisting clients achieve their lifestyle and financial objectives.
Collins House Private Wealth
B.Comm (Fin), B.A. (Spn), Dip FP.
Shia joined Collins House in May 2018 as a paraplanner and currently assists our Private Wealth team in developing its portfolios, financial products as well as the preparation of financial planning advice documents. Shia graduated from Monash University in 2015 and was awarded with a Bachelor of Commerce and a Bachelor of Arts, majoring in both Finance and Spanish. After completing her Diploma of Financial Planning (RG146 compliant), she commenced her financial planning career working as a paraplanner in the wealth management department of a medium-sized accounting firm, specialising in retirees and high-net worth clients.
How else can we help you?
Collins House Private Wealth, Independent advice that could save you thousands every year.
We help you decide on the right Super Fund, and assist in building a flexible strategy that's suited to your lifestyle.
Collins House Accountants assist you to navigate your way through the Taxation and Compliance maze.
With over 20 years of commercial experience, Collins House Legal assists you to protect assets that matter.