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:
- 2019 and 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 18 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
Cheryl’s role at Affluence is varied, but she is primarily the first point of contact for any client queries, and manages our ongoing client reviews and advice implementations. She is also involved with marketing and the organisation of events.
Cheryl completed a Bachelor of Arts and Commerce at the University of Sydney, majoring in Accounting, Marketing and Asian studies.
She has extensive experience as a Client Services Assistant. Prior to working in financial planning, Cheryl worked at JP Morgan Chase in a variety of roles, including as a Portfolio Analyst and Fund Accountant.
She has also worked at Macquarie Bank and Commonwealth Securities.
Outside of work, Cheryl is interested in fitness, photography, design and spending time with family & friends.
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