Bruna Heloisa
Da Cruz Faes
Senior Associate
Bruna was born and raised in a small town in Brazil called Rio do Sul. She work and lived there for many years before deciding to go back to study to become a financial planner. She recently decided to pick up her family and move to Australia to try new experiences and challenges.
Bruna loves outdoor activities and take advantage of the lifestyle in Newcastle, enjoying getting out in nature, hiking, running or spending time with friends.
Bruna holds a specialisation in Financial Planning and Behavioural Finance (2023), a specialisation in Controllership and Finance (2016), and a Bachelor of Accounting (2012)
What do you enjoy about financial planning?
Combining the magic of compound interest with good financial planning has the power to turn your dreams into achievable projects.
What is the best piece of financial advice you have been given?
“Save a part of your salary.”
What are your hobbies or interests?
I enjoy playing being active and playing volleyball. I enjoy reading and going to the beach.
What are your goals for the future?
Being able to communicate easily in English. Understanding the culture around money and dreams for Australians. And being able to bring my family to visit Newcastle from Brazil.
