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Financial Planner Profile

Name: Pamela Anderson

Qualifications: 

IIT

  • Advanced dip financial planning
  • SMSF Specialist Certificate
  • Margin Lending Specialist Certificate

I am passionate about working with clients to achieve their goals and dreams. I believe my role is to educate and guide my clients on the right path so that their dreams can become a reality.

I do this through tailoring strategic financial plans to their individual needs and requirements.

The type of clients I have experience working with are Families, Separated/Single Parents, Professionals, Small Business Owners, Pre Retirees, Post Retirees and Self Managed Super Funds.

If you would like to start on the path to achieving your dreams and would like to work with an adviser who makes your goals a priority please contact me to discuss. I offer the initial meeting at no charge to the client to give us a chance to see if we can work together.

Documents:

Financial Planning Services:

  • Direct Marketing
  • Portfolio Management
  • Business Development

  

  • Wealth Management
  • Marketing Strategy
  • Insurance