Financial Adviser

Renita Waring

BBus(FinPlan), DipBA, SSA

07 4753 9999

Renita works directly with clients to provide personalised advice and support across a range of financial needs. Her focus is on building lasting relationships and helping clients feel confident and informed in their financial decisions.

renita-headshot-altitude-wealth

My role at Altitude

As a Financial Adviser at Altitude Wealth Management, I work alongside my clients to help them navigate life’s financial decisions. Whether you’re planning for retirement, building wealth, managing your superannuation or exploring an SMSF, my role is to help you understand your options, make informed decisions and stay on track to achieve what’s important to you.

How I help you

I don’t think financial advice should leave you more confused than when you walked in. My approach is simple: explain things clearly, answer every question and make sure you understand the why behind every recommendation.

From retirement planning and superannuation to investments, SMSFs and personal insurance, I work with clients across all stages of life. Whether you’re just getting started, preparing for retirement or somewhere in between, my role is to provide practical advice, ongoing support and the confidence to make informed decisions as your circumstances change.

Why I love what I do

I love that no two clients, and no two days are ever the same. Everyone has a different story, different goals and different ideas about what they want from life. I enjoy getting to know my clients, building genuine long-term relationships and helping them make sense of the financial decisions that come with each stage of life. Seeing someone leave a meeting feeling less overwhelmed and more confident than when they arrived is what makes me love what I do.

Expertise and qualifications

With more than 20 years’ experience in the financial services industry, I’ve had the privilege of helping clients navigate everything from building wealth and protecting their families through to planning for retirement and managing their superannuation.

Qualifications and Professional Memberships

  • Bachelor of Business (Financial Planning) with Distinction
  • SMSF Specialist Adviser
  • Diploma of Business Administration
  • Member of the Financial Advice Association Australia (FAAA)
  • Member of the SMSF Association

Life beyond Altitude

Outside of work, life is usually centred around family, kids’ sport and making the most of North Queensland. Whether it’s going for a run, spending a day at the beach, exploring somewhere new or enjoying a holiday in the sunshine, I love being outdoors and keeping active.

When I’m not on the go, you’ll probably find me in the kitchen trying a new recipe, in the garden, or catching up with friends over a good coffee or wine. I also have a bit of a competitive streak which has helped me hang onto the unofficial Altitude office table tennis title!

Authorised Representative 1308516