Anne-Marie Humphries
Financial Adviser
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About
Anne-Marie Humphries is an ASIC-registered financial adviser based in Albury, NSW, committed to providing tailored financial solutions to her clients. With a solid educational foundation including a Bachelor of Economics from the University of Queensland and a Master of Financial Planning from Kaplan Higher Education, Anne-Marie combines academic knowledge with practical experience gained over two decades in the financial services industry. Anne-Marie holds a Diploma of Financial Planning and completed the Certified Financial Planner (CFP) Education Program. She is a Certified Financial Planner (CFP) of the FAAA and an SMSF Specialist Advisor (SSA) of the SMSF Association, reflecting her dedication to upholding the highest professional standards. Her expertise extends to Self Managed Superannuation Funds, evidenced by her SMSF Specialist Advisor accreditation and completion of relevant courses. Authorised to provide advice on a comprehensive range of financial products, Anne-Marie assists clients with superannuation, insurance, wealth management, and retirement planning. She offers guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Her qualifications also extend to Margin Lending and Geared Investments. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • SMSF advice Ready to take control of your financial future? Contact Anne-Marie today to arrange a consultation and discover how she can help you achieve your financial goals.
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Frequently Asked Questions
What types of financial advice does Anne-Marie Humphries offer?
Anne-Marie provides advice on a wide range of financial matters, including superannuation, retirement planning, wealth management, insurance, and Self-Managed Superannuation Funds (SMSFs). She can help you with investment strategies, risk management, and achieving your long-term financial goals.
What are Anne-Marie's qualifications and experience?
Anne-Marie holds a Bachelor of Economics, a Graduate Diploma in Agribusiness, a Diploma of Financial Planning, and a Master of Financial Planning. She is a Certified Financial Planner (CFP) and an SMSF Specialist Advisor (SSA), with over 20 years of experience in the financial services industry.
How does Anne-Marie Humphries develop a financial plan for her clients?
Anne-Marie takes a personalized approach to financial planning. She begins by understanding your current financial situation, goals, and risk tolerance. She then develops a tailored financial plan that addresses your specific needs and helps you achieve your objectives. Regular reviews ensure your plan remains aligned with your evolving circumstances.
What should I expect during my first meeting with Anne-Marie?
During your initial consultation, Anne-Marie will discuss your financial goals and objectives, gather information about your current financial situation, and explain her services and fees. This meeting is an opportunity for you to ask questions and determine if Anne-Marie is the right financial adviser for you.
What is an SMSF and can Anne-Marie help me with it?
An SMSF, or Self-Managed Superannuation Fund, is a type of superannuation fund that you manage yourself. Anne-Marie is an SMSF Specialist Advisor (SSA) and can provide expert advice on all aspects of SMSF establishment, management, and compliance. She can help you determine if an SMSF is right for you and ensure it aligns with your retirement goals.
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