Diploma in Financial Planning
Fernanda has started her professional Financial Planning exams and has already completed modules in Regulation and Ethics.
Msc Finance and Investments
Specialism: Investments Banking & Capital Markets London Metropolitan University (2014)
After graduating with a degree in economics, Fernanda started her career in the financial industry as an FX Dealer in a small brokerage firm in Brazil. A few years later she moved to England to study her MSc Finance and joined one of the largest foreign exchange companies in the UK, helping clients to make informed decisions in regards to their foreign exchange requirements. Throughout her 10 year career in the financial market, she has accumulated great experience with customer service and client relationship management.
In 2021, Fernanda decided to change her career industry and pursue a new challenge. Before joining Frazer James, Fernanda started her Financial Planning exams, providing her with insight and knowledge about the world of financial advice. Fernanda joins the Frazer James team with a shared passion for delivering exceptionally high levels of client care service. Fernanda joins the team as a client service administrator, ensuring that the operations and client experience run smoothly.
In her spare time, you can find Fernanda enjoying Brighton beach or a nice walk in the park with her family.
Fernanda' professional highlights
The proudest moment of my career so far is
Moving to a different country and being able to adapt to a completely different work culture.
The three things I love most about my job are
Building relationships with clients based on mutual trust and respect.
Knowing that our services make a genuine positive change to the lives of our clients.
Variety of work – each client is unique so there is always more to learn!
The types of people I most enjoy working with are
Honest, friendly and committed
- Watching series/movies (Friends!)
- Rainy days
- Brazil being too far from England
- Bad service
- People who leave things to the last minute
Fernanda in the spotlight
On an ideal weekend, you can find me
Going for a long walk along the seafront in Brighton with my family
My favourite holiday destination is
The Algarve - or any sunny beach destination
My favourite song to play in the car is
There are too many good rock songs to choose from!
When the dessert menu arrives, I’m looking for
Anything with chocolate!
The three qualities that draw me to new people are
Loyalty, kindness, sense of humour
My pet peeve is
Poor service and general rudeness
The three people at my dream dinner party would be
Stephen Hawking, Adele and Elon Musk
The three small things that make my day better are
Coffee (a lot of it), sunshine and spending time with my family
Here for you every step of the way
We are a highly qualified team of Chartered and Certified Independent Financial Advisers based in Bristol.