Rhonda McKenzie CFP® Dip FP, JP

Principal Adviser

Rhonda McKenzie

 “Financial planning is not about money, it is about you having flexibility and choice in how you live your life”

Rhonda, along with Peter Reid, is a principal owner of Planning for Life.

Rhonda is passionate about many things but one of the more significant is helping clients really understand what is important to them and being clear on what they want their life and the lives of their family to look like.  This passion has stemmed from her own experience as a single working mother to three teenage daughters, where she has seen the value in establishing goals and putting a plan of action into place. 

Rhonda’s background has been quite varied. She is a mother to three daughters, has managed a sales force and has been an elected City Councilor and Deputy Mayor. Since 1989 she has worked in the financial services industry as a Financial Adviser.

Rhonda is a Certified Financial Planner and a Justice of the Peace. She has also received the highly regarded Quality Advice accreditation from her licensee and is a member of the Financial Planning Association of Australia.

Rhonda invests a lot of time and effort in helping women take control of their financial future whilst ensuring a good life balance.
 
In the following webcast Rhonda explains the role of a Financial Adviser.
 
 

Rhonda in the Media

The article below appeared in Infocus magazine recently and focuses on the challenges and the opportunities for female Financial Advisers in the financial services industry.

Both Rhonda McKenzie and Rachel Martin were interviewed for their insight into why only a fifth of all Certified Financial Planners in Australia are women.

To read this article in full please click on the link below.

InFocus

(click on image for full article)

Infocus magazine article edition 1, 2010

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