For Di Charman, Managing Director of Jade Financial Group, Ben couldn’t have said it better.
Since becoming a financial planner almost 20 years ago, Di has made financial literacy her priority.
Di established Jade Financial Group in 2010 with one goal in mind, providing financial education for women, for families and for herself.
To further feed her passion, Di also founded Jade Kids Foundation in 2010 with the aim of teaching the next generation the value of money and how to make better choices for their futures.
Through her Embrace workshops, Di has been empowering women at every stage of their lives to take control of their finances and ensure they have the financial security they need and deserve.
Di’s tireless work at Jade Financial, Jade Kids and Embrace, has improved the financial literacy and security of hundreds of clients.
Her own education is every bit as important to Di and she spends many hours attending seminars, conferences and industry functions to ensure she is able to provide the most up-to-date information and strategies to all her clients.
Di has been a certified financial planner since 2000 after receiving her Diploma in Financial Planning in 1998. Di also achieved a Graduate Certificate in Financial Planning in 2010 and is currently studying a Masters in Financial Planning.
An active member of the Association of Financial Advisers (AFA), Di previously served as the Queensland director on the AFA board. Di’s commitment to improving Financial Literacy through the AFA is continuing with her leadership of the association’s Financial Literacy Working Group on important issues for women and our elderly.
Di works untiringly in her local community and is an active member of the Ipswich Chamber of Commerce. Since 2013 Di has been a committee member of the Ipswich City Youth Service, currently serving as treasurer.
Di is also treasurer of eS4W, an organisation that supports economic security for women and is the National Chair of the AFA Inspire group that connects women with financial advice.
Her support for the community was recognised in 2014 when Jade FG was awarded the Ipswich Chamber of Commerce Small Business of the Year award. More recently Di and Jade FG have qualified as “Most Trusted Adviser” status from the Beddoes Institute, voted by her clients, and was the 2015 AMP Financial Planner of the Year.
Visitors to Jade FG’s office often comment on the friendly and relaxed atmosphere when they walk in. Di’s aim is to ensure clients feel engaged and secure in the knowledge that they will be looked after, along with their finances.