Andrea Elmargi
Financial Adviser
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About
Andrea Elmargi is an ASIC-registered financial adviser based in Harrington Park, NSW, dedicated to helping individuals and families achieve their financial goals. Andrea holds a Bachelor of Commerce (Financial Services) from the University of Western Sydney (2002) and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited (2022). Further enhancing her expertise, Andrea completed FPE020 SMSF Regulation and Taxation with Kaplan Higher Education Pty Limited in 2023. Andrea is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions for her clients. This includes superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Andrea is committed to providing clear, concise, and personalised financial advice to help you navigate the complexities of the financial landscape. Contact Andrea today to arrange a consultation and start building your secure financial future.
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Frequently Asked Questions
What types of financial advice does Andrea Elmargi offer?
Andrea Elmargi provides advice on superannuation, insurance, wealth management, retirement planning, and investments. She can help you create a tailored financial plan to achieve your goals.
What are Andrea Elmargi's qualifications?
Andrea holds a Bachelor of Commerce (Financial Services) from the University of Western Sydney and a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited. She has also completed specialist training in SMSF Regulation and Taxation.
What can I expect during my first meeting with Andrea?
During your initial consultation, Andrea will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then explain how she can help you and outline the next steps.
How does Andrea Elmargi stay up-to-date with the latest financial regulations?
Andrea is committed to ongoing professional development and regularly participates in training and education to stay informed about changes in financial regulations and best practices.
How does Andrea Elmargi charge for her services?
Andrea will discuss her fees and charges transparently during your initial consultation. She will explain the different options available and help you choose the arrangement that best suits your needs.
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