Finance & Operations

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.

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.

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.

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.

Education

Harry 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, Harry joined Annuity Strategic in 2010.

Harry has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.

Lina holds a Bachelor of Business degree, and has completed the Advanced Diploma of Financial Planning. She is currently completing the CERTIFIED FINANCIAL PLANNER® program.

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, Lina joined Annuity Strategic in 2012.

Lina has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.

Background

• Tax Advisor, Creative Financial Group
• Financial Analyst, Wealth Partners
• Planner, United Capital

Education

Mark holds a Bachelor of Business degree, and has completed the Advanced Diploma of Financial Planning. He 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, Mark joined Annuity Strategic in 2008.

Mark has a particular interest in providing tailored financial and investment advice to help clients build passive income streams to meet their retirement income objectives.