MenuEfstathia Cossey CFP®
About Me
Effie is a Certified Financial Planner (CFP) specialising in pre-retirement and retirement advice including Transition to Retirement, Centrelink, superannuation, defined benefit funds, investments and tax minimisation. She enjoys working with clients to help them achieve their desired outcome. Effie has a down to earth, friendly approach and makes the advice journey a pleasurable one.
Areas of Focus
- Cashflow management
- Debt management
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Tax strategies
- Wealth management
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Highest Level of Education Bachelor Degree -
Years of Experience 16 Years
