Esti Appleby
About Me
I am the Director and Principal Adviser of Aspira. I am also an accredited FPA Aged Care Specialist and have assisted many clients in considering their choices and making an informed decision when it comes to planning for Aged Care.I started my career as a financial adviser in 1998 and held a number of roles in banking, insurance and financial services, where I was responsible for the creation of financial plans for our clients to help them achieve their goals and sustain their lifestyle prior and throughout retirement years. In 2018, I decided to embark the opportunity of running my own financial planning practice, which has been one of the best decisions in my life. Overall, with more than 25 years in the finance sector, and 19+ years of experience as a qualified financial planner, you can rely on our wealth of experience in both strategic financial planning as well as robust portfolio construction.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 19 Years
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Licensed By Alliance Wealth Pty Ltd