Laxmi Manna CFP®

Laxmi Manna CFP®

About Me

I’m a passionate and experienced Certified Financial planner and advising clients since 2006 specialising in SMSF, Aged care, Retirement Planning, Inter-Generational Advice. Along with being CFP, I have Master of Business Administration (M.B.A.) specialising in Accounting and Finance from University of Technology, Sydney.



I’m passionate about using my technical knowledge enabling my clients to plan better for their future and achieve their goals. This gives them confidence about the future and take steps toward making that a reality. My role is to enable them to achieve financial freedom by laying out a plan, so they are in control of their life. This allows them to make their “Dreams a Reality”.

Backed by a team of leading research analysts’ clients have access to a range of leading Australian and international fund managers as well as listed investments.

Areas of Focus

  • Aged care
  • Cashflow management
  • Employment changes
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 18 Years
  • Licensed By
    Licensed By Bridges Financial Services Pty Limited
CERTIFIED FINANCIAL PLANNER®