Felicia Anstey
Financial Adviser
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About
Felicia Anstey is an ASIC-registered financial adviser dedicated to helping clients in Lower Mount Walker, QLD, and beyond achieve their financial goals. With a strong foundation built on a Diploma of Financial Services (Financial Planning) from the Investment Banking Institute (2011), an MBA and Master of Professional Accounting from the University of Southern Queensland (2013), and further qualifications including a Diploma of Finance and Mortgage Broking Management (2015), Margin Lending (2018), and a Graduate Diploma of Financial Planning (2021), Felicia offers comprehensive and knowledgeable advice. As a member of the Financial Advice Association of Australia (FAAA), Felicia adheres to the highest ethical and professional standards. She is authorized to provide advice on a wide range of financial products, ensuring that clients receive tailored solutions to meet their specific needs. This includes superannuation, insurance, wealth management, and retirement planning, covering Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Felicia provides advice and guidance across a comprehensive range of services: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Felicia Anstey today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Felicia Anstey offer?
Felicia Anstey provides advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. She is authorized to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Felicia Anstey's qualifications?
Felicia holds a Diploma of Financial Services (Financial Planning), an MBA and Master of Professional Accounting, a Diploma of Finance and Mortgage Broking Management, a Margin Lending qualification, and a Graduate Diploma of Financial Planning. She is also a member of the Financial Advice Association of Australia (FAAA).
How does Felicia Anstey develop a financial plan for her clients?
Felicia works closely with each client to understand their individual circumstances, goals, and risk tolerance. She then develops a tailored financial plan that addresses their specific needs and helps them achieve their financial objectives. Regular reviews and adjustments ensure the plan remains aligned with their evolving circumstances.
What should I expect during my first meeting with Felicia Anstey?
During your first meeting, you can expect to discuss your current financial situation, your financial goals, and any concerns you may have. Felicia will explain her approach to financial planning and answer any questions you may have. This initial consultation is an opportunity to determine if her services are a good fit for your needs.
Why should I choose Felicia Anstey as my financial advisor?
Felicia Anstey offers comprehensive and knowledgeable advice based on a strong educational foundation and commitment to ethical practices. As an ASIC-registered financial advisor and a member of the FAAA, she is dedicated to providing clients with tailored solutions to meet their specific needs and achieve their financial aspirations.
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