Penelope Dalmeyer
Financial Adviser
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About
Penelope Dalmeyer is an ASIC-registered financial adviser based in Bungalow, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Penelope holds a Bachelor of Health Science (Environmental Health) from Queensland University of Technology and an Advanced Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy. She has also completed specialist training in margin lending, geared investments, self-managed superannuation funds, and is an Accredited Listed Product Adviser. Penelope is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Her expertise extends to investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies With a commitment to building long-term relationships and providing personalized financial solutions, Penelope is well-equipped to guide you through every stage of your financial journey. Contact Penelope today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What services does Penelope Dalmeyer offer?
Penelope Dalmeyer provides comprehensive financial advice including superannuation advice, retirement planning, wealth management, insurance solutions, and investment strategies. She tailors her advice to meet your individual financial needs and goals.
What qualifications does Penelope Dalmeyer have?
Penelope holds a Bachelor of Health Science (Environmental Health), an Advanced Diploma of Financial Services (Financial Planning), and has completed specialist training in areas such as margin lending, self-managed superannuation funds, and listed products.
What is the process for working with Penelope Dalmeyer?
The process typically begins with an initial consultation to understand your financial situation and goals. Penelope will then develop a tailored financial plan, implement the plan with your approval, and provide ongoing reviews and adjustments as needed.
What can I expect from a financial planning session with Penelope Dalmeyer?
You can expect a collaborative and informative session where Penelope listens to your needs, provides clear and understandable explanations, and develops a personalized financial strategy to help you achieve your goals.
How can Penelope Dalmeyer help with my retirement planning?
Penelope can help you develop a comprehensive retirement plan that considers your current financial situation, desired lifestyle in retirement, and risk tolerance. She can provide advice on superannuation, investments, and strategies to maximize your retirement income.
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