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"Every client is unique. Each comes with a different set of goals and challenges"

Ingrid Stoker CFP®

 

Ingrid commenced her career in financial services in 1996 and has been working in the field of financial planning since 2002. She is a Certified Financial Planner and long-standing member of the Financial Planning Association.

 

Ingrid believes in building long term relationships with her clients and is focused on meeting their financial planning needs by providing them with the best professional advice and personal service. She does this by spending time getting to know and understand each client before considering a range of possible solutions and presenting them in a logical and plain English format. Ingrid enjoys working with people of all ages from all walks of life, and values the long lasting and trusted client relationships that she has built up over the years.

 

In addition to being well versed in the core areas of financial planning – wealth creation, superannuation and retirement planning - Ingrid has also completed specialist accreditation courses in both Aged Care and Estate Planning, which are areas of particular interest to her. Ingrid collaborates with legal and accounting professionals to produce integrated and comprehensive advice solutions in these fields of financial planning.

 

‚ÄčIngrid’s formal qualifications include:

 

  • Accredited Aged Care Professional       

  • Accredited Estate Planning Strategist

  • Certified Financial Planner       

  • Graduate Diploma of Financial Planning

  • Bachelors degrees in Law and Arts

 

Ingrid is married and has three school-aged children – so being at work is the most relaxing part of her day. When not in the office, Ingrid can usually be found on the side of a sporting field or trying to keep up with the family’s hectic social schedule. There is not a great deal of spare time for hobbies, but she occasionally manages to sit down with a cup of tea and a good book.

 

As a holistic planner Ingrid can advise on a wide range of financial issues, though she specialises in the following areas:

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