AGATA MICHALOWICZ - CLIENT SERVICES ASSOCIATE

Growing up, both of my parents were self-employed and safe to say administrative tasks were never their favourite pastime - particularly for my dad, who would happily avoid any form of paperwork if he could!

From a young age, I found myself helping with tax returns and explaining concepts like pensions and why keeping your money under a pillow probably wasn't the best long-term strategy. Looking back, it's no surprise I developed an interest in financial matters long before I realised it could become a career for me.

Like many students at university, I started thinking about what I wanted to do after graduation. An internship in investment research gave me my first experience of the finance industry, but it wasn’t until I later joined a wealth management firm in the UK that I was introduced to financial planning.

I’ve always enjoyed getting to know people - learning about their journeys, their aspirations, and what matters most to them. That’s a big part of what I enjoy about financial planning. Everyone has their own goals, priorities, and concerns in life, and I find it rewarding getting to play a part in helping people feel more confident about their future.

I feel incredibly fortunate to have joined HPH Solutions at this stage of my career and I am looking forward to continuing to build my knowledge and experience within financial planning industry in Australia.

Agata is a Client Services Associate at HPH Solutions with a Bachelor’s degree in Economics and Finance as well as a Masters in Applied Economics. She also has an Investment Advise Diploma issued by the Chartered Institute of Securities & Investments (CISI) from the UK.