Sandra Bowley
Financial Adviser
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About
Sandra Bowley is an ASIC-registered financial adviser dedicated to helping individuals and families in Engadine, NSW, achieve their financial goals. With a Diploma of Financial Planning from the Financial Planning Association of Australia (FPA) obtained in 1992, Sandra brings a wealth of experience and knowledge to her clients. Sandra is a Certified Financial Planner (CFP) with the FPA and holds memberships with the Financial Advice Association of Australia (FAAA) and the Financial Services Institute of Australasia (FINSIA). These affiliations demonstrate her commitment to upholding the highest ethical and professional standards in the industry. Authorised to provide advice on a comprehensive range of financial products, Sandra specialises in: • Superannuation advice • Insurance solutions • Retirement planning strategies • Investment Life Insurance • Life Risk Insurance • Retirement Savings Accounts • Government Debt Securities Her expertise allows her to create tailored financial plans that address each client's unique needs and circumstances. Sandra focuses on building long-term relationships with her clients, providing ongoing support and guidance to help them navigate the complexities of the financial landscape. Ready to take control of your financial future? Contact Sandra today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Sandra Bowley offer?
Sandra provides advice on superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. She creates personalized financial plans to help you achieve your goals.
What qualifications and memberships does Sandra Bowley hold?
Sandra holds a Diploma of Financial Planning from the FPA and is a Certified Financial Planner (CFP). She is also a member of the Financial Advice Association of Australia (FAAA) and the Financial Services Institute of Australasia (FINSIA).
What is the first step in working with Sandra Bowley?
The first step is to schedule a consultation where we can discuss your financial goals, current situation, and any concerns you may have. This allows Sandra to understand your needs and develop a tailored plan for you.
How does Sandra Bowley stay up-to-date with the latest financial regulations?
Sandra maintains her CFP certification and actively participates in ongoing professional development through her memberships with the FAAA and FINSIA. This ensures she is always informed of the latest changes and best practices.
What can I expect during a financial planning session with Sandra Bowley?
During a session with Sandra, you can expect a comprehensive discussion about your financial situation, a clear explanation of your options, and a collaborative approach to developing a financial plan that aligns with your goals and values.
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