Christine Swanson
Financial Adviser
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About
Christine Swanson is an ASIC-registered financial adviser based in Kent Town, SA, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning nearly two decades, Christine holds an 8 Unit Diploma of Financial Planning from the Financial Planning Association of Australia (FPA), a Self-Managed Superannuation Fund Adviser Education Program certification, and has completed courses in Margin Lending and Geared Investments. Demonstrating a commitment to ongoing professional development, she is also an Accredited Aged Care Professional and holds an Accredited Listed Product Adviser Program certification, culminating in a Graduate Diploma of Financial Planning from Kaplan Higher Education. As a member of the Financial Advice Association of Australia (FAAA), Christine adheres to the highest ethical and professional standards. She is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Christine offers a comprehensive suite of services designed to meet the diverse needs of her clients: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Whether you are planning for retirement, seeking to grow your wealth, or need guidance on insurance and superannuation, Christine is committed to providing clear, practical, and personalized advice. Contact Christine today to arrange a consultation and take the first step towards securing your financial future.
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Frequently Asked Questions
What types of financial advice does Christine Swanson offer?
Christine Swanson provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. She can help you with retirement planning, wealth accumulation, insurance needs, and investment strategies.
What qualifications does Christine Swanson hold?
Christine Swanson holds an 8 Unit Diploma of Financial Planning, a Self-Managed Superannuation Fund Adviser Education Program certification, has completed courses in Margin Lending and Geared Investments, and is an Accredited Aged Care Professional and holds an Accredited Listed Product Adviser Program certification, culminating in a Graduate Diploma of Financial Planning.
How does Christine Swanson tailor her advice to my specific needs?
Christine Swanson takes a personalized approach to financial planning. She begins by understanding your current financial situation, your goals, and your risk tolerance. Based on this information, she develops a customized financial plan that addresses your unique needs and helps you achieve your objectives.
What can I expect during my first meeting with Christine Swanson?
During your initial consultation with Christine, you can expect to discuss your financial goals, current financial situation, and any concerns you may have. Christine will explain her services and how she can help you achieve your objectives. This meeting is an opportunity for you to get to know Christine and determine if she is the right financial adviser for you.
Is Christine Swanson a member of any professional associations?
Yes, Christine Swanson is a member of the Financial Advice Association of Australia (FAAA), demonstrating her commitment to ethical and professional standards.
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