Winnie Pham
Financial Adviser
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About
Winnie Pham is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals with clarity and confidence. With a strong foundation built upon a CPA Program from CPA Australia (2000) and CFP Certification from the Financial Planning Association of Australia (2008), Winnie brings a wealth of knowledge and experience to her practice. Furthering her expertise, she completed the DPML Margin Lending program at Pinnacle Financial Services Academy in 2011. As a proud member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA), Winnie adheres to the highest ethical and professional standards. She is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Whether you're looking to secure your future, protect your assets, or grow your wealth, Winnie can provide tailored strategies to suit your unique needs. Winnie offers services covering: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice (including Life Insurance, Risk Insurance, and Securities) • Retirement Savings Accounts • Government Debt Securities Ready to take control of your financial future? Contact Winnie today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Winnie Pham offer?
Winnie specialises in providing advice on superannuation, insurance, wealth management, and retirement planning. She can also provide guidance on investment products like Life Insurance, Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Winnie Pham's qualifications?
Winnie holds a CPA Program certification from CPA Australia, CFP Certification from the Financial Planning Association of Australia, and DPML Margin Lending certification from Pinnacle Financial Services Academy.
How can Winnie help me plan for retirement?
Winnie can help you develop a comprehensive retirement plan tailored to your individual circumstances, including strategies for superannuation, investments, and other income sources to ensure a comfortable retirement.
What is the process for working with Winnie Pham?
The process typically starts with an initial consultation to understand your financial goals and current situation. Winnie will then develop a tailored financial plan, implement the strategies, and provide ongoing support and reviews to ensure you stay on track.
How does Winnie stay up-to-date with the latest financial regulations?
As a member of CPA Australia (CPA) and the Financial Advice Association of Australia (FAAA), Winnie is committed to ongoing professional development and stays informed about the latest industry changes and regulations to provide the best possible advice to her clients.
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