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Louisa Jammal

Financial Adviser

Convergence Wealth Management Pty Ltd
Sydney, NSW 2000

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About

Louisa Jammal is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Louisa holds a Bachelor of Business from the University of Technology Sydney, an Advanced Diploma of Financial Planning, a Diploma of Financial Services (FP), and a Diploma of Financial Services (Finance/Mortgage Broking Management). Furthering her expertise, she also completed Margin Lending certification through Kaplan. Louisa is an active member of several professional organisations, including the Australian and New Zealand Institute of Insurance and Finance (ANZIIF), the Finance Brokers Association of Australia (FBAA), and the Financial Advice Association of Australia (FAAA). These affiliations demonstrate her commitment to upholding the highest standards of professionalism and ethical conduct. Authorised to provide advice on a range of financial products, Louisa specialises in superannuation advice, insurance solutions, and retirement planning. She is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation Advice • Retirement Planning • Insurance Solutions • Investment Advice • Life Risk Insurance Ready to take control of your financial future? Contact Louisa today for a consultation and personalised financial roadmap.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Insurance solutions Investment life insurance Life risk insurance

Client Types

Personal Investors

Services

Superannuation Advice Insurance Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000516137

Verify on ASIC Register

Authorised Representative Number

000344030

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Frequently Asked Questions

What types of financial advice does Louisa Jammal offer?

Louisa Jammal specialises in superannuation advice, retirement planning, and insurance solutions. She can also provide advice on investment life insurance, life risk insurance, retirement savings accounts and government debt securities.

What are Louisa Jammal's qualifications and professional memberships?

Louisa holds a Bachelor of Business, an Advanced Diploma of Financial Planning, and several diplomas in financial services. She is a member of ANZIIF, FBAA, and FAAA.

How can Louisa Jammal help me with my retirement planning?

Louisa can assess your current financial situation, understand your retirement goals, and develop a tailored strategy to help you achieve a comfortable and secure retirement. This includes advice on superannuation, investments, and insurance.

What is the process of working with Louisa Jammal?

The process typically involves an initial consultation to discuss your financial goals and current situation, followed by the development of a personalised financial plan. Louisa will then work with you to implement the plan and provide ongoing support and advice.

What can I expect from a consultation with Louisa Jammal?

You can expect a professional and friendly environment where your financial goals and concerns are heard and understood. Louisa will provide clear and concise explanations of complex financial concepts and offer practical advice to help you make informed decisions.

Get in Touch

Contact Louisa directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.