Ann Thompson
Financial Adviser
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About
Ann Thompson is an ASIC-registered financial adviser based in Wagga Wagga, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Ann holds a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Planning from Kaplan Professional Education. She also holds specialist accreditations in SMSF and Aged Care, and has completed the ASX Listed Products Accredited Course. As a member of the Financial Advice Association of Australia (FAAA), Ann adheres to the highest professional and ethical standards. Ann is authorised to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. She is also qualified to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Ann Thompson today to schedule a consultation and discuss your specific needs.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Ann Thompson offer?
Ann Thompson specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. She can also assist with investment strategies and risk management solutions.
What are Ann Thompson's qualifications?
Ann Thompson holds a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Planning from Kaplan Professional Education. She also has specialist accreditations in SMSF and Aged Care.
What is the process for becoming a client of Ann Thompson?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Ann will then develop a tailored financial plan to help you achieve your objectives. Regular reviews will ensure your plan remains aligned with your evolving needs.
What can I expect from working with Ann Thompson?
You can expect personalised advice, transparent communication, and a commitment to helping you achieve your financial goals. Ann will work closely with you to develop a financial plan that suits your individual circumstances and risk tolerance.
Does Ann Thompson provide advice on Self-Managed Super Funds (SMSFs)?
Yes, Ann is accredited in SMSF advice and can provide guidance on setting up and managing your own SMSF.
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