Anthea Fordham
Financial Adviser
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About
Anthea Fordham is an ASIC-registered financial adviser based in Brisbane, Queensland, dedicated to helping her clients achieve their financial goals. With a Graduate Diploma of Financial Planning from the Securities Institute (2001) and certification as a Financial Planner with the Financial Planning Association of Australia (2003), Anthea brings a wealth of knowledge and experience to her practice. She is also a proud member of the Financial Advice Association of Australia (FAAA), reflecting her commitment to upholding the highest standards of professionalism and ethical conduct. Anthea is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. She also offers tailored guidance on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Anthea takes a holistic approach to financial planning, ensuring that her advice is aligned with each client's unique circumstances and aspirations. • Superannuation advice • Insurance solutions • Wealth accumulation strategies • Retirement planning • Investment guidance Ready to take control of your financial future? Contact Anthea today to schedule a consultation and discover how she can help you achieve your financial dreams.
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Frequently Asked Questions
What services does Anthea Fordham offer?
Anthea Fordham provides a range of financial planning services, including superannuation advice, insurance solutions, wealth management strategies, and retirement planning assistance. She also offers guidance on investment products, such as investment life insurance and securities.
What qualifications does Anthea Fordham have?
Anthea Fordham holds a Graduate Diploma of Financial Planning from the Securities Institute and is a Certified Financial Planner with the Financial Planning Association of Australia. She is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with a financial advisor?
During your initial consultation, you can expect to discuss your current financial situation, future goals, and risk tolerance. Your advisor will then use this information to develop a personalized financial plan tailored to your needs.
How does Anthea Fordham tailor financial advice to my specific needs?
Anthea takes a holistic approach to financial planning, taking the time to understand your unique circumstances, goals, and risk tolerance. She then develops a personalized strategy that aligns with your individual needs and aspirations.
What is the difference between superannuation and retirement planning?
Superannuation is a specific type of retirement savings account, while retirement planning is a broader process that encompasses all aspects of preparing for retirement, including budgeting, investment strategies, and income planning.
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