Angela Surch
Financial Adviser
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About
Angela Surch is an ASIC-registered financial adviser based in the beautiful Mooloolah Valley, Queensland. With a Bachelor of Commerce (Accounting & Financial Planning) from Griffith University (2007) and further qualifications including Margin Lending and Geared Investments (2011) and the Accredited Listed Product Adviser Program (2020), Angela is well-equipped to provide comprehensive financial advice tailored to your unique needs. She also completed the Ethics and Professionalism in Financial Advice Course (FPC002B) in 2024, demonstrating her commitment to upholding the highest ethical standards. As a proud member of the Financial Advice Association of Australia (FAAA), Angela is committed to providing expert advice in superannuation, insurance, and wealth management. She is authorized to advise on a comprehensive range of financial products, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Angela can help you navigate the complexities of financial planning and build a secure future. Key services include: • Superannuation Advice • Insurance Solutions • Wealth Management Strategies • Retirement Planning Ready to take control of your financial future? Contact Angela today for a consultation and discover how she can help you achieve your financial goals.
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Frequently Asked Questions
What types of financial advice does Angela Surch offer?
Angela Surch specializes in superannuation advice, insurance solutions, wealth management strategies, and retirement planning. She is authorized to advise on a range of products including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does Angela Surch have?
Angela Surch holds a Bachelor of Commerce (Accounting & Financial Planning) from Griffith University and has completed courses in Margin Lending and Geared Investments, the Accredited Listed Product Adviser Program, and Ethics and Professionalism in Financial Advice.
What is the process for becoming a client of Angela Surch?
The first step is to contact Angela for an initial consultation. During this meeting, you'll discuss your financial goals and current situation. Angela will then develop a tailored financial plan to help you achieve your objectives.
How can retirement planning with Angela Surch benefit me?
Angela can help you develop a comprehensive retirement plan that considers your desired lifestyle, risk tolerance, and financial resources. She can provide advice on superannuation, investments, and other strategies to help you build a secure retirement.
What should I expect from a consultation with Angela Surch?
During a consultation with Angela, you can expect a warm and professional environment where you can openly discuss your financial goals and concerns. She will listen carefully to your needs and provide clear, easy-to-understand advice.
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