Abbi Hanna
Financial Adviser
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About
Abbi Hanna is an ASIC-registered financial adviser based in Caloundra, Queensland, dedicated to helping clients achieve their financial goals with personalized and comprehensive advice. Abbi holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited, earned in 2024, providing a strong foundation for her expertise in the financial services industry. Abbi is authorized to provide advice on a wide range of financial products, ensuring that clients receive well-rounded guidance tailored to their specific needs. Her areas of expertise include superannuation, insurance, wealth management, and retirement planning, enabling her to support clients at every stage of their financial journey. • Superannuation advice • Insurance solutions, including Investment Life Insurance and Life Risk Insurance • Wealth management strategies • Retirement planning services • Securities advice • Retirement Savings Accounts With a commitment to building long-term relationships, Abbi takes the time to understand each client's unique circumstances and aspirations. Her client-focused approach ensures that every recommendation is aligned with their individual objectives and risk tolerance. Whether you are planning for retirement, seeking to grow your wealth, or protecting your family's financial future, Abbi provides the expertise and support you need. Contact Abbi Hanna today to schedule a consultation and take the first step towards achieving your financial dreams.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Abbi Hanna offer?
Abbi Hanna provides advice on superannuation, insurance (including Investment Life Insurance and Life Risk Insurance), wealth management, retirement planning, securities, and Retirement Savings Accounts. She offers comprehensive solutions tailored to your individual needs.
What qualifications does Abbi Hanna have?
Abbi holds a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited, earned in 2024. This qualification ensures she has the knowledge and skills to provide high-quality financial advice.
How does Abbi Hanna create a financial plan for her clients?
Abbi starts by understanding your financial situation, goals, and risk tolerance. She then develops a personalized financial plan that addresses your specific needs and helps you achieve your objectives. Regular reviews ensure your plan remains aligned with your changing circumstances.
What can I expect during my first meeting with Abbi?
During your initial consultation with Abbi, you can expect a friendly and professional discussion about your financial goals and current situation. She will explain her services and how she can help you achieve your objectives. There is no obligation to proceed after the initial meeting.
How can Abbi Hanna help me with my retirement planning?
Abbi can help you develop a comprehensive retirement plan that includes strategies for maximizing your superannuation, creating a sustainable income stream, and managing your investments to ensure a comfortable retirement.
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