Discover How Our Financial Planning Methodology Works
Our team at aroniqavera applies a rigorous, analytical process to every consultation. We focus on understanding your needs, assessing relevant variables, and delivering tailored recommendations grounded in transparency and integrity.
Sarah Donnelly
Lead Financial Analyst
Meet Our Financial Planning Experts
A dedicated team with diverse backgrounds and a commitment to client-focused solutions.
Sarah Donnelly
Master of Applied Finance University of Sydney
12 years total "Consultation strategy"
Brisbane Advisory
Certifications:
Methods:
Key Skills:
Achievements:
Developed review framework
Mentored junior analysts
Award for client trust
Published industry article
Sarah leads our analytical review process, ensuring clarity and transparency for every client.
David Chen
Bachelor of Commerce Monash University
15 years total "Client assessment"
Melbourne Solutions
Certifications:
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Key Skills:
Achievements:
Client satisfaction award
Improved process workflow
Presented at conferences
Key client retention
David offers client consultations and supports tailored recommendations for diverse needs.
Priya Nair
Graduate Diploma in Finance UNSW Sydney
9 years total "Market analysis"
Sydney Advisory Group
Certifications:
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Achievements:
Streamlined client reporting
Led analysis project
Awarded for service
Improved team efficiency
Priya specialises in analytical reviews, focusing on transparent communication and client empowerment.
Michael O’Leary
Bachelor of Business Management RMIT University
10 years total "Relationship management"
Perth Consulting
Certifications:
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Achievements:
Enhanced client retention
Improved support process
Team leadership award
Client service recognition
Michael ensures continuous support and manages client relationships for lasting partnerships.
Our Consultation Process
Initial Assessment
We begin with a comprehensive review of your situation, gathering all relevant details to understand your needs.
Analytical Review
Our team conducts a detailed analysis, examining economic variables and personal circumstances to inform recommendations.
Personal Consultation
We meet to discuss our findings, present tailored recommendations, and answer your questions transparently.
Ongoing Support
After your plan is delivered, we continue to provide support, adapting as your needs or market conditions change.
How We Compare
A transparent approach for Australians