Licence from ASIC
We have applied for a licence from Australian Securities and Investments Commission.
Member of IFAAA
We are a practicing member of the IFAAA Gold Standard of IndependenceTM.
Certified Financial Planner®
Our financial planners are members of the Financial Planning Association.
Meet Our Team
Diverse views, common values and a team approach to creating better outcomes
Our Difference
How our approach in serving our clients sets us apart from other advisory firms
Taking the Long View
Nearly a century of experience understanding the markets and capitalizing on what lies ahead
Anna Vilkova
Financial Planning Manager
Chris Rendall
Certified Financial Planner®
Steve Garcia
Investment Analyst
Julia Cummings
Certified Financial Planner®
Anna Vilkova
Financial Planning Manager
Qualifications
Anna holds a Bachelor of Commerce and Bachelor of Economics degree, as well as a Diploma of Financial Planning. She is currently completing the CERTIFIED FINANCIAL PLANNER® program.
Experience
- Financial Planner, Morgan Financial Group
- Tax Advisor, Wealth Capital
My Advice Philosophy
I have always wanted to help people and financial planning is a career that allows me to use my skills and abilities to do that. I enjoy solving the complex financial issues clients face. Annuity Strategic allows me to help people financially and never have to compromise what I believe is best for my clients.
Chris Rendall
Certified Financial Planner®
Experience
- Senior Associate, Creative Financial Group
- Principal, Epica Wealth Partners
- Wealth Management Advisor, United Capital
Biography
Chris has been a part of the financial planning industry since 2001. His formal qualifications include a Bachelor of Commerce from the University of Queensland and a Diploma of Financial Planning from Deakin University.
In 2005, Chris attained the internationally recognised designation of Certified Financial Planner (CFP), which is the highest professional designation awarded by the Financial Planning Association of Australia (FPA) and is internationally recognised.
In 2008 and 2010, Chris placed among the top 20 financial advisers in Australia as ranked by AFR Smart Investor Magazine.
Steve Garcia
Investment Analyst
Education
Steve holds a Bachelor of Business degree, and has completed the Advanced Diploma of Financial Planning. He is currently completing the CERTIFIED FINANCIAL PLANNER® program.
Background
- Investment Advisor, Creative Financial Group
- Financial Analyst, Wealth Partners
- Planner, United Capital
With a decade of experience in financial and investment markets, and having worked in wealth management in both a boutique financial planning firm and a large investment bank, Steve joined Annuity Strategic in 2011.
Steve has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.
Julia Cummings
Certified Financial Planner®
Education
Julia holds a Bachelor of Business degree, and has completed the Advanced Diploma of Financial Planning. She has also achieved the CERTIFIED FINANCIAL PLANNER® certification, a standard recognised internationally.
Background
- Investment Advisor, Creative Financial Group
- Financial Planner, United Capital
With a decade of experience in financial and investment markets, and having worked in wealth management in both a boutique financial planning firm and a large investment bank, Julia joined Annuity Strategic in 2008.
Julia has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.
Financial Advice
Comprehensive and objective advice for all your financial questions
Investment Planning and Strategy
Professionally managed, low cost, and customized to your situation
Business Advice
Complete business advice service that covers from idea creation to cash flow forecasting
Retirement Planning
We can help you carefully consider your financial strategy for retirement
Paying For Your Child’s Education
With the rapidly increasing tuition costs each year, early planning for college is essential…
See Case Study
Planning For Retirement
A middle-aged man had hopes to retire and enjoy his golden years with his wife…
See Case Study
Increasing Income From Investments
A retired couple was living primarily on investment income…
See Case StudyNo matter what stage of your financial life your are in, we can help you make the most of what you have!