Centric Wealth

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Pauline Song

 

Experience 
Pauline joined Centric Wealth in 2007, following two years in the banking sector.

Prior to that, she enjoyed experience working in a taxation advisory role whilst studying for the Master degree in Accounting.

Key Interests
Pauline is passionate about helping people take control of their financial wellbeing. She does this by helping her clients make sense of their complex financial issues, identify and prioritise their goals. She then works beside her clients and assists them in achieving these goals.

Pauline prides herself on building and maintaining long term relationships with her clients. She supports her clients through their personal and lifestyle changes, and guides them throughout the ever changing environment of both financial markets and regulations.

Pauline has experience across a broad range of financial planning services including:
  • Superannuation and retirement planning
  • Aged Care advice 
  • Optimisation of Centrelink benefits 
  • Wealth accumulation 
  • Formulating appropriate investment 
  • Asset allocation and investment 
  • Ongoing portfolio management
Educational qualifications and Professional Memberships 
  • CERTIFIED FINANCIAL PLANNER® professional
  • Accredited Aged Care Professional™ 
  • Master of Commerce majoring in Accounting (Honours) 
  • Graduate Diploma of Financial Planning 
  • Affiliate of Financial Services Institute of Australia (Finsia)
Contact Pauline
02 9250 6500
 email Pauline


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