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AS

April Stagg

Financial Adviser

KPS Wealth
Toowong, QLD 4066

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

April Stagg is an ASIC-registered financial adviser dedicated to helping clients in Toowong, QLD, and beyond achieve their financial goals. April holds a Bachelor of Business (Financial Planning) from Queensland University of Technology (2023) and has met the Exam Standard set by ASIC (2024). This strong educational foundation, combined with a commitment to ongoing professional development, ensures she provides informed and reliable advice. April is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, and wealth management solutions. Her expertise extends to retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. This broad authorization allows her to tailor advice to meet each client's unique needs and circumstances. Key services include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or require guidance on insurance options, April is here to help. Contact April today to schedule a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Wealth management Superannuation strategies Insurance advice Investment planning

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000528241

Verify on ASIC Register

Authorised Representative Number

001307256

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does April Stagg offer?

April Stagg provides advice on a wide range of financial matters, including superannuation, insurance, wealth management, and retirement planning. She can also assist with investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.

What qualifications does April Stagg have?

April holds a Bachelor of Business (Financial Planning) from Queensland University of Technology (2023) and has met the Exam Standard set by ASIC (2024).

How does April Stagg approach financial planning?

April takes a client-focused approach, beginning with a thorough understanding of your financial situation, goals, and risk tolerance. She then develops a personalised strategy tailored to your specific needs.

What can I expect during my first meeting with April?

During your initial consultation, April will discuss your financial goals, gather information about your current situation, and explain her approach to financial planning. This meeting is an opportunity for you to ask questions and determine if April is the right adviser for you.

How can April help me plan for retirement?

April can help you develop a comprehensive retirement plan that takes into account your desired lifestyle, income needs, and risk tolerance. She can provide advice on superannuation, investments, and other strategies to help you achieve a comfortable retirement.

Get in Touch

Contact April directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.