Our Team
Madelyn Cruz
Financial AdvisorLocation:
Sydney, NSW
Contact details:
madelyn@sovereignadvisors.com.au
Education
- Bachelors Business (Economics and Finance)
- Advanced Diploma Financial Planning
- Diploma Financial Planning
Areas of specialisation
- Public / Defence / Police
- Aged Care
- Hurt on Duty / Medical Discharge (Police, Ambulance and Fire Rescue)
Professional Memberships
- Registration with the Tax Practitioners Board (TPB)
Spending the past 18 years with various organisations including Zurich, TAL, along with various boutique practices, Madelyn specialises in creating personalised financial strategies to help clients achieve their long-term financial goals, combined with deep financial expertise and a commitment to providing exceptional service.
Her extensive knowledge and experience in crafting tailored retirement strategies that integrate various defined benefit (DB) schemes, including PSS, SASS, SSS, CSS, Military Super, and local government DB schemes within the broader superannuation system, set her apart as a leading expert in this complex area of financial planning.
Madelyn holds a Bachelor of Business (Economics & Finance), an Advanced Diploma of Financial Planning, and a Diploma of Financial Services.