Originally from Colombia, Angelica speaks fluent Spanish and loves to dance the Salsa. As a junior 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. Right now, she is in the final stages of completing a 4-year Diploma in Financial Planning, which will allow her to offer more in-depth support to clients at IMA.

Helping you better

A financial plan will not add value to a person’s life, if it is not executed effectively. This is why Angelica works with clients to help them feel comfortable with their financial plan and the strategies within it.

“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.