|Name||Anne Steer, CFP®|
|Company||Yellow Brick Road Wealth Management|
241 Queens Street
Campbelltown, NSW 2560
With over 23 years' experience in the financial industry, I can apply my extensive knowledge to provide holistic, cost effective financial solutions meet your goals and objectives.
I started my career in the Financial Services industry as a Financial Services Officer (FIS Officer) for Centrelink, providing financial information on different investment options to people facing financial change such as retirement, redundancy or those receiving disability pay-outs. I was then a Senior Financial planner for Westpac Bank in the local area, building a large client base in over a 16-year career. In my role, she I recognized with multiple awards, and I was often on pilots for new procedures. In joining Yellow Brick Road in Feb 2016, I saw the opportunity to expand my service offering, with more personalised service, and a full suite of investment and financial products.
I can help with
Advice on your life insurance
Advice on Retirement planning
Advice on your superannuation and savings
Advice on maximising your Centrelink benefit
Advice on your long-term financial needs
Advice on self-managed superannuation
Advice on margin lending