Ingrid Stoker
Financial Adviser
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About
Ingrid Stoker is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals with clarity and confidence. With a Graduate Diploma of Financial Planning from the Securities Institute (2003), and further qualifications in Self Managed Super Funds (Kaplan, 2010) and Margin Lending and Geared Investments (Kaplan, 2011), Ingrid holds a Certified Financial Planner designation from the FPA (2012). She is also a proud member of the Financial Advice Association of Australia (FAAA). Ingrid is authorised to provide advice on a comprehensive range of financial products, ensuring that your financial strategy is both robust and tailored to your unique circumstances. Her expertise spans superannuation advice, insurance solutions, wealth management strategies, and retirement planning, as well as investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Whether you're planning for retirement, seeking to grow your wealth, or need expert guidance on insurance and superannuation, Ingrid is here to help. Contact Ingrid today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What services does Ingrid Stoker offer?
Ingrid Stoker provides advice on superannuation, retirement planning, wealth management, and insurance solutions. She can help you create a personalised financial plan to achieve your goals.
What qualifications does Ingrid hold?
Ingrid holds a Graduate Diploma of Financial Planning, qualifications in Self Managed Super Funds and Margin Lending and Geared Investments. She is also a Certified Financial Planner and a member of the Financial Advice Association of Australia (FAAA).
How does the financial planning process work with Ingrid?
The process typically begins with an initial consultation to understand your financial situation and goals. Ingrid will then develop a tailored financial plan, implement the plan with your approval, and provide ongoing reviews to ensure it remains aligned with your needs.
What can I expect from my first meeting with Ingrid Stoker?
In your first meeting, you can expect a comprehensive discussion about your current financial situation, your financial goals, and any concerns you may have. This meeting is designed to help Ingrid understand your needs and determine how she can best assist you.
Why should I choose Ingrid Stoker as my financial advisor?
Ingrid is committed to providing personalised financial advice tailored to your unique needs. With her extensive qualifications and experience, she can help you make informed decisions and achieve your financial goals with confidence.
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