Who we are

About our Founder & Business

Serenette Crombie

About Serenette Crombie

Our Founder & Financial Planner

With over 10 years in the financial planning industry with varying roles from client support, paraplanning and advising, Serenette is sincerely passionate about ensuring that her clients feel comfortable and confident with their financial decisions through qualitative and holistic advice

Like many in the finance industry, Serenette didn’t leave school with the intention of becoming a Financial Planner, instead, she was going to be a school teacher due to her love of empowering others through education.

However, she started working as a client support officer and saw financial planners do some pretty amazing things for clients. Helping terminally ill people claim money for one last family holiday. Seeing clients skip out of meetings knowing they could retire earlier than they thought. 

“I realised then that I wanted to build relationships with clients and work with them over the years to achieve their goals. I knew it was something I would never tire of.

I started Serenity Financial Planning to realign the focus back to clients through proactive and meaningful financial advice that is built through trust, honesty and reliability.”

Serenette Crombie
Qualifications
  • Bachelor of Business and Commerce – Majoring in Finance (University of Southern Queensland) 2021
  • Advanced Diploma of Financial Services (Kaplan) 2018
  • Diploma of Financial Services (Kaplan) 2016
  • Self-Managed Super Funds (Kaplan) 2022
  • Margin Lending Facilities (Financial Education Professionals) 2020
  • Justice of the Peace (Qualified) QLD – (Department of Justice and Attorney)
  • FASEA Accredited
  • Accredited Mental Health First Aider (Financial Professionals) 2023
Industry Awards
  • Nominee “Women in Finance – Financial Planner of the Year 2020” 
  • Nominees “QLD Volunteer of the Year 2016”
  • Phoenix Award Recipient of University of Queensland

Empowering you to feel comfortable and confident with your money

For so many people finances are scary!

It’s not the thing we talk about at the dinner table or share over coffee with the girls but it is the thing that can keep us up at night or turn knots in our stomach with what to do with them.

Here at Serenity Financial Planning, it is my mission to provide a safe space to learn and feel empowered to make decisions that work best for you and your goals. No matter what stage of the journey you are on, I will be there to step you through it, at whatever speed you need it to be.

Ynna Verutcio

CLIENT MANAGER

Ynna, has worked in the financial planning industry for 6 years and is motivated to provide an exceptional level of service when helping Serenity clients step through the financial planning process. In 2017 Ynna graduated with a Bachelor of Management Accounting and enjoys working in the world of finance. Ynna’s role includes implementing advice strategies from the Adviser Serenette for all clients and assisting with queries and follow ups with the Insurance, Superannuation and Investment Platforms as well as Centrelink. Ynna finds joy being part of a client’s journey to work towards their long term goals and taking away the administration burden for clients.