Anne-Marie Humphries CFP®

Anne-Marie Humphries CFP®

About Me

As a professional financial adviser, I'm committed to ensuring my clients receive the highest standard of personal financial advice so they can be confident of achieving a financially secure retirement. I have been providing professional financial advice since 1998 having previously worked as a Senior Economist for the Commonwealth Government. I work closely with my clients and their other professional advisers to build, implement and then maintain a financial plan designed specifically to achieve what is important to them and with the flexibility to adapt to any changes over time. I apply my extensive knowledge and experience for the benefit of my clients to provide them with financial peace of mind. I tailor my advice to each of my client's unique set of circumstances and I ensure I explain my advice to them in a way that they can understand. I specialise in Pre-Retirement and Retirement Planning.

Areas of Focus

  • Aged care
  • Retirement
  • Superannuation
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 27 Years
  • Licensed By
    Licensed By Matrix Planning Solutions Limited
CERTIFIED FINANCIAL PLANNER®