Glenn Sterrey
Financial Adviser
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About
Glenn Sterrey is an ASIC-registered financial adviser based in Adelaide, dedicated to helping clients achieve their financial goals with clarity and confidence. With a career spanning over two decades, Glenn holds a Diploma of Financial Planning and the esteemed Certified Financial Planner designation from the Financial Planning Association of Australia (both earned in 2001), demonstrating a commitment to upholding the highest standards of professionalism and ethical conduct. As a member of the Financial Advice Association of Australia (FAAA), Glenn is authorized to provide advice on a comprehensive range of financial products. Whether you're seeking guidance on superannuation, insurance, wealth management, or planning for retirement, Glenn offers tailored solutions to meet your unique needs. His expertise extends to investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities, ensuring you have access to a broad spectrum of investment opportunities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact Glenn today to schedule a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Glenn Sterrey offer?
Glenn Sterrey provides comprehensive financial advice encompassing superannuation, insurance, wealth management, and retirement planning. He's authorized to advise on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What are Glenn Sterrey's qualifications?
Glenn holds a Diploma of Financial Planning and the Certified Financial Planner designation from the Financial Planning Association of Australia. He is also a member of the Financial Advice Association of Australia (FAAA).
How does the financial planning process work with Glenn Sterrey?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Glenn then develops a personalized financial plan tailored to your specific needs, which is regularly reviewed and adjusted as your circumstances change.
What can I expect from a consultation with Glenn Sterrey?
During a consultation, you can expect a thorough assessment of your current financial situation, a discussion of your financial goals, and a clear explanation of the strategies and products that can help you achieve those goals. Glenn is committed to providing transparent and unbiased advice.
Is Glenn Sterrey obligated to act in my best interests?
As an ASIC-registered financial adviser, Glenn Sterrey is legally obligated to act in your best interests when providing financial advice. This includes conducting thorough research, considering your individual circumstances, and recommending suitable products and strategies.
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