Courtney Pearch
Financial Adviser
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About
Courtney Pearch is an ASIC-registered financial adviser based in Kangaroo Point, QLD, dedicated to helping clients achieve their financial goals with tailored advice and strategies. Courtney holds a Diploma of Financial Services (Financial Planning) from Mentor (2008), an Advanced Diploma of Financial Planning from Mentor (2016), and a Margin Lending Adviser (Personal Advice) accreditation also from Mentor (2016). This comprehensive education equips her with the knowledge and skills to provide expert guidance across a range of financial areas. As an authorized financial adviser, Courtney can provide advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. She is committed to providing comprehensive and personalized financial solutions to meet your unique needs. • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning Ready to take control of your financial future? Contact Courtney 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 Courtney Pearch offer?
Courtney Pearch provides advice on a wide range of financial products and services, including superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Courtney Pearch have?
Courtney Pearch holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Planning, and a Margin Lending Adviser (Personal Advice) accreditation.
How can Courtney Pearch help me plan for retirement?
Courtney can assist you in developing a comprehensive retirement plan that takes into account your financial goals, risk tolerance, and investment preferences. She can also provide advice on superannuation, retirement savings accounts, and other investment options to help you build a secure financial future.
What is the process of working with Courtney Pearch?
The process typically starts with an initial consultation to discuss your financial goals and current situation. Courtney will then develop a personalized financial plan tailored to your specific needs. She will work with you to implement the plan and provide ongoing support and advice to help you stay on track.
What should I expect during my first meeting with Courtney?
During your first meeting, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Courtney will listen carefully to your needs and provide an overview of how she can help you achieve your objectives. This is a great opportunity to ask any questions you have and get to know Courtney better.
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