Anne-Marie is our Senior Financial Adviser and is a Director of Huon Financial Services. Anne-Marie is an Authorised Representative of Lonsdale Financial Group Limited. She is a Certified Financial Planner and has been providing specialist financial planning advice and ongoing services in our local area since 1998. Prior to moving into financial planning Anne-Marie was employed as a Senior Economist and Analyst
- Anne-Marie’s professional qualifications include:
– Bachelor of Economics (University of Queensland)
– Graduate Diploma of Agribusiness (Monash University)
– Diploma of Financial Planning (DFP)
– Certified Financial Planner (CFP)
- Anne-Marie is a member of the following professional organisations
– Financial Planning Association of Australia (FPA)
– Albury Wodonga FPA Chapter
- Anne-Marie’s areas of specialisation include
– Pre-retirement and Retirement Strategies
– Wealth Accumulation Strategies
– Risk Management Strategies
