Principal Adviser and Director
Authorised Representative of Synchron
Yves is one of Australia’s most respected financial advisers. He specialises in working with Medical Professionals.
Yves has a wealth of experience in delivering strategic financial advice and acting as his clients’ Personal CFO. He is passionate about promoting financial literacy and education, as he believes this empowers people to take control of their own financial destiny, and will allow them to reach their full potential.
Yves’ dedication to his clients and his work can be witnessed in the recognition that he has received over the years from various sources. AFR Smart Investor Masterclass For Financial Planning recognised Yves for the following achievements:
- 2013: number 2 Financial Adviser in Australia
- 2010 & 2012: one of the Top 10 Financial Advisers in Australia
Yves’s other achievements:
- 2018: Short-listed by ifa Magazine as Best Client Servicing Adviser and Best Goals-Based Adviser
- 2017: Short-listed by ifa Magazine as Best Client Servicing Adviser
- 2013: runner up for WA in the Certified Financial Planner® Professional Best Practice Award
- 2008: national Dux award for FINSIA studies in Financial Planning
Yves has been working in the finance industry for over 16 years, including in Belgium and Ireland. In his spare time he enjoys spending time with his young family and playing basketball.
Rashmi is very passionate about working with clients to achieve their Financial Aspirations. Rashmi strongly feels that her Academic Background along with her Financial Planning experience helps her to efficiently look after her clients’ Financial Needs.
Rashmi has an MBA in Finance, Masters in Accountancy and Economics and an Advanced Diploma in Financial Planning.
Rashmi has been working in the Financial Services sector for the last 10 years in different roles and brings extensive experience, both local and overseas. She has worked with reputable Financial Institutions like HSBC, ING, ANZ, SGIO and more.
At Affluence, Rashmi assists Yves with client meetings, financial modelling, research, financial plan preparation and supporting the Administration Team with implementation and client queries.
Together the entire Team endeavours to identify and understand our client’s goals so that we can provide them with peace of mind by proactively assisting them in their financial journey.
Outside of work, Rashmi wears different hats like that of a Loving daughter and a Loyal friend.
Client Services Assistant
With 30 years of financial industry knowledge and administration experience, Suzanne is a helpful & well organised office all-rounder.
At Affluence, Suzanne assists both Yves & Rashmi with the day to day administrative needs that enable clients to move forward with their financial journey.
Suzanne has a wonderful strength of being friendly and able to relate & communicate with all levels of people. Her positive and happy approach to her work is all about ‘getting the job done’ and taking pride in ensuring the administration of our clients is given the attention and priority it deserves.
Over the years, she has worked for firms such as National Mutual, ASGARD & Macquarie Bank.
Outside of the office, Suzanne can be found enjoying time with her family & friends, baking up a storm in the kitchen, or enjoying her aviation and V8 Supercar interests.
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