Our specialist superannuation consultants are also able to demonstrate their knowledge and expertise in this complex environment through the articles and newsletters that will be posted. Should you wish to get more information with regard to any of the issues raised on this site you are free to contact our consultants and arrange an appointment in any capital city.
Our consultants run their own professional financial planning practice, specialising in superannuation consulting. Unlike other financial advisers, these consultants work on an hourly rate starting at $330 with all commissions being rebated back to their clients. The practice itself is focused on developing strategies to assist clients achieve their fianncial and superannuation objectives.
The consultants are fully licenced and have their own Australian Financial Services Licence and they are not owned by any investment or insurance organisation.
The main contributors to this site and the Directors of Aspley Jandera Financial Services and Aspley Jandera Super Specialists are Traicha Aspley and Martin Jandera, their profiles can be seen below. You will see through the presentations they have given and the articles and comments published in the main stream media that they are respected professional in their field as well as in the field of Family Law. We thank them and their associates for their profesional input to this site.
Traicha Aspley B.Com, CA, Dip FP
Representative AJSS Holdings Pty Ltd
Traicha's expertise in superannuation and accounting has been sort by other accountants and financial advisers for many years. Traicha started her career at KPMG and began specializing in superannuation in 1997. Her vast knowledge base and ability to apply it to a client's personal circumstance saw her successfully establish an education and consulting service for accountants and financial advisers. With a desire to build her own personal client relationships she established Aspley Jandera in 2004 and has been providing specialist superannuation consulting advice to clients ever since. Having the responsibility of a young family Traicha continues to be committed to maintaining her current client relationships and building an ever growing superannuation consulting service.
Traicha holds a practicing certificate in accounting and is a qualified financial adviser. In recent years she has qualified as a mortgage broker to further enhance the advice she is able to provide. Through Traicha's own personal experience she has also been able to move the financial planning services of Aspley Jandera into the relationship breakdown field. Client's enjoy her genuine caring nature and her ability to interpret a clients situation and develop a strategy addressing their needs and concerns. Her ability to breakdown complex issues, ensuring a clients grasp of such issues assists in building trust and confidence in her technical and personal abilities.
Qualifications
- Diploma of Financial Planning
- Chartered Accountant
- Bachelor of Commerce
- Cert. IV FS (Fin.Mort.Broking)
Professional speaking engagements
- Financial Planning Association National Conference (2006): Presentation - Self managed super funds & family law;
- NSW Young Lawyers CLE (2007): Presentation - Splitting self managed super funds on divorce;
- LegalWise One Day Family Law Superannuation Seminar (2009) - Tax Consequences on splitting.
Publications
- Australian Financial Review - Smart Money Your Questions section - October 6, 2007
- Australian Financial Review - Smart Money Your Questions section - October 13, 2007
Martin Jandera AFPA, Dip FP, BSc (Med)
Representative AJSS Holdings Pty Ltd
Martin brings out the true definition of financial planning with his fresh and dynamic approach. Having developed his extensive knowledge base over the past decade he has set about building his professional practice on the basis of developing unique strategies across all financial planning disciplines. With the belief that all financial matters are related he is committed to providing a holistic financial planning service that goes well beyond what many Australians have come to expect from the financial planning industry in general. His commitment to the development of financial strategies and the education of his clients has been the very foundation on which his practice has been successfully built.
Whilst Martin develops strategies in all financial areas his practice has gravitated to include the provision of specialist superannuation advice including self managed super funds. His knowledge of superannuation has allowed him to develop a specialist consulting service to family law professionals which is a service provided throughout Australia. Martin's reputation ensures that he is regularly invited to present at industry conferences.
Martin holds a Diploma in Financial Planning and a Bachelor of Science (Biomedical Sciences) and is presently undertaking the Certified Financial Planner course. Martin is also a qualified mortgage broker allowing him to truly offer a complete financial service. He is also an associate member of the Financial Planning Association.
Qualifications
- Diploma of Financial Planning
- Bachelor of Science (Biomedical Sciences)
- Cert. IV FS (Fin.Mort.Broking)
- Certified Financial Planner (currently completing module 3 of 5)
Professional speaking engagements
- Self Managed Super Fund Professional Association National conference (2004): Presentation - Splitting super on divorce ;
- 14th Annual Family Law Master Class (2005): Presentation - Self managed super funds and family law;
- Northern Beaches Solicitors Association (2005): Presentation - Splitting defined benefits and self managed super funds;
- Northern Sydney Solicitors Association (2006): Presentation - Superannuation and family law;
- NSW Young Lawyers CLE (2007): Presentation - Splitting self managed super funds on divorce
- Nexis Lexis Family Law Conference (2008): Presentation - Superannuation, self managed super funds and family law.
- LegalWise One Day Family Law Superannuation Seminar (2009) - Valuing Superannuation Interests
Publications
- NSW Law Journal - May 2006 - Arriving at a defined benefit under family law superannuation-splitting formulas;
- Sydney Morning Herald & Melbourne Age - August 30, 2006 - Make a clean break.
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