Financial Planner Profile

Name: Annette Marshall

Qualifications: FINPLAN (Diploma)
SSA (Other) – SMSF Association

Annette help individuals, business owners and farmers achieve a happy and comfortable retirement with the use of effective self managed superannuation fund strategies.

Annette specialise in retirement planning and superannuation, in particular the benefits of using your own self managed super fund (SMSF). Annette have helped many business owners, farmers and individuals provide for a comfortable retirement by adopting strategies available with SMSFs.

Annette is a lateral and analytical thinker, with great people skills. She is comfortable and happy presenting to groups, networking at events, making specific recommendations, as well as coaching and mentoring. Helping people achieve financial security, educating and improving financial literacy, and taking the financial stress away from significant life events are the most satisfying outcomes of my job.

Being social and community minded, she co-ordinate and facilitate fund raising functions, and financial literacy workshops and luncheons.

On top of all that, for her own personal interest and development, she is studying for a Bachelor in Equine Science, and also help my husband with a small sheep farming operation.

Documents:

Financial Planning Services:

  • Financial Planning
  • Money coaching
  • Debt reduction

  

  • Retirement Planning
  • Self Managed Superannuation Funds