Originally from Colombia, Angelica speaks fluent Spanish and loves to dance the Salsa. As a senior para planner, Angelica makes sure the ‘I’s’ are dotted and ‘T’s’ are crossed on important documentation related to your financial journey. She also provides corporate support to the IMA Financial Services team.

Qualifications

Angelica has a double degree in Economics and Finance and International Trading. To pursue her career in financial planning, Angelica completed the Diploma of Financial Planning and joined IMA in May 2012.

Helping you better

Angelica is passionate about helping clients achieve their financial goals by understanding what matters most to them. Angelica specialises in Self-managed Superannuation Funds. She also has extensive experience in superannuation, investment, risk planning, Centrelink and pre and post retirement strategies. “I love being able to help others achieve their financial goals and dreams,” she told us. “I see it as a way to help others significantly enhance their lives.”

Talk to Angelica

To find out more about how IMA Financial Services can help you along your financial journey, email Angelica at angelica -dot- larotta -at- imawealth -dot- com -dot- au or phone (08)9284 2111.