Who is Sound Life Financial Services?
The aim of Sound Life is to provide Sound Financial Advice for Life. We aim to educate you, our client, by developing, implementing and reviewing personalised, innovative strategies that allow you to take control of your own financial decisions, and allow you to achieve your short, medium and long term goals. We aim to build close relationships with you, your family and your other professional advisers to develop a close team that is working towards securing each generation’s financial well being and ensure everyone’s goals are being achieved. We have a comprehensive range of services available to offer, from business development and marketing, to investment, research and technical advice. Sound Life Financial Services is a Corporate Authorised Representative of Charter Financial Planning which is a wholly owned subsidiary of AXA. As at 30th March 2011, AXA Asia Pacific Holdings Limited and all of its Australian and New Zealand subsidiaries ceased to be members of the Global AXA Group and became members of the AMP Group. |
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Richard Duffield CFP© Dip FP Corporate Authorised Representative Of Charter Financial Planning Limited Hi I'm Richard married to Christine and we have four adult children. We live on a small rural property west of Albany where we run a few cows on the property and have a few fruit trees. My interests are gardening, working to improve the small property, kayaking and family history. I was the original founder of Soundlife Financial Services back in November 1987. We have seen a lot of changes since then in our industry but the principles have not changed of helping our clients to be better prepared financially and to be able to reach their financial goals. We are very proud of our current team members within Soundlife as all are dedicated to providing the best service and advice to our valued clients. |
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Thelma Jaekel Adv Dip FS (FP), Adv Dip Acc Corporate Authorised Representative Of Charter Financial Planning Limited Previously I lived in Borden and was farming and nursing for 20 years, with my family of three children. I lived in Amazing Albany for 5 years, It has been a very busy 5 years of studying and working in a different environment. I now have 2 1/2 years experience in the financial industry, from my background, I feel I have ample experience in dealing with people and their life issues compassionately. I feel that I am able to help my clients feel comfortable about their future, financially. I like to work closely with my clients, so they are able to feel that they can achieve their financial goals, which that they previously only dreamed about. I am a member of the FPA and aim to provide highly professional and personable advice to my clients in and above the requirements of the FPA. |
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Jane Looker, Ass Dip Bus Practice Manager Hi, I’m Jane and I’m the Practice Manager for Sound Life Financial Services. I love Albany , I moved here as a young adult in 1983. My husband Warren and I live on a small property on Robinson Road with our two dogs, Axell and Lockie, our horses, Fairy, Trap, Rovelle, Lady and Rahman and chickens, referred to collectively as “the girls”. I have always enjoyed helping people. I guess that’s why I spent almost 20 years teaching Business and IT at TAFE before joining the finance industry and then Sound Life. I love being part of the Sound Life team, whose prime purpose is to help people realise their financial potential. It’s still about education!! |
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