MenuAnn Thompson
About Me
It was Ann's desire to understand and improve her own personal savings position and share her new knowledge with others that saw her enter financial planning. Getting to know her clients personally, Ann works with them to develop a tailored strategy to ensure they achieve their financial goals throughout their lifetime. Ann can advise in all aspects of financial planning including strategic advice, investment advice, superannuation, retirement planning and personal insurance.
Areas of Focus
- Aged care
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Highest Level of Education Bachelor Degree -
Years of Experience 18 Years -
Licensed By Fortnum Private Wealth Ltd
