Ursula Boorman
Financial Adviser
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About
Ursula Boorman is an ASIC-registered financial adviser based in Port Macquarie, NSW, dedicated to helping individuals and families achieve their financial goals. With a Bachelor of Economics from the University of New England (1994), a Diploma of Financial Planning (2003), a Certified Financial Planning certification (2007) from the Financial Planning Association of Australia Limited, and accreditation as an SMSF Specialist Advisor (2014) from SPAA, Ursula possesses a wealth of knowledge and experience in the financial services industry. As a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association, Ursula adheres to the highest ethical and professional standards. She is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Ursula provides tailored advice to help clients to create a solid financial plan. • Superannuation advice, including SMSFs • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Ursula Boorman today for a consultation and personalized financial advice.
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Frequently Asked Questions
What types of financial advice does Ursula Boorman offer?
Ursula Boorman provides advice on superannuation, retirement planning, wealth management, insurance, and investments. She is also an SMSF Specialist Advisor.
What are Ursula Boorman's qualifications and professional memberships?
Ursula holds a Bachelor of Economics, a Diploma of Financial Planning, a Certified Financial Planning certification, and is an SMSF Specialist Advisor. She is a member of the Financial Advice Association of Australia (FAAA) and the SMSF Association.
What is the first step in working with Ursula Boorman?
The first step is to schedule a consultation to discuss your financial goals and needs. This allows Ursula to understand your current situation and develop a tailored financial plan.
How does Ursula Boorman tailor her advice to my specific needs?
Ursula takes the time to understand your individual circumstances, financial goals, and risk tolerance. She then uses this information to create a personalized financial plan designed to help you achieve your objectives.
What can I expect during a financial planning meeting with Ursula Boorman?
During a meeting, you can expect to discuss your financial situation, goals, and concerns. Ursula will explain different financial strategies and products, and answer any questions you may have. The aim is to provide you with the knowledge and confidence to make informed financial decisions.
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