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Werner Watzdorf

Financial Adviser

Watzdorf Financial Planning
Kent Town, SA 5067

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About

Werner Watzdorf is an ASIC-registered financial adviser based in Kent Town, SA, dedicated to helping clients achieve their financial goals with clarity and confidence. Werner holds a Diploma of Financial Planning, a Graduate Diploma of Financial Planning, and a Master of Financial Planning, demonstrating his commitment to ongoing professional development and excellence in financial advice. He is also a proud member of the Financial Advice Association of Australia (FAAA). Werner is authorized to provide advice on a comprehensive range of financial products, ensuring his clients receive tailored solutions to meet their specific needs. This includes guidance on superannuation, insurance, wealth management, and retirement planning. Werner can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Werner's expertise covers all aspects of financial planning, and he offers services including: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Werner today for a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

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

000505613

Verify on ASIC Register

Authorised Representative Number

000242190

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Werner Watzdorf offer?

Werner Watzdorf provides advice on a wide range of financial matters, including superannuation, insurance, wealth management, retirement planning, and investments. He can help you create a comprehensive financial plan tailored to your individual needs and goals.

What qualifications does Werner Watzdorf have?

Werner holds a Diploma of Financial Planning, a Graduate Diploma of Financial Planning, and a Master of Financial Planning. He is also a member of the Financial Advice Association of Australia (FAAA), reflecting his commitment to professional standards.

What can I expect during my first meeting with Werner Watzdorf?

During your initial consultation, Werner will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then discuss potential strategies and solutions that can help you achieve your objectives. This is also an opportunity for you to ask any questions you may have.

How does Werner Watzdorf develop a financial plan?

Werner develops a personalized financial plan based on your individual circumstances and goals. He considers your income, expenses, assets, liabilities, and risk tolerance to create a tailored strategy that addresses your specific needs. Regular reviews and adjustments ensure your plan remains aligned with your evolving circumstances.

What are the benefits of seeking financial advice from Werner Watzdorf?

Seeking financial advice from Werner can provide you with clarity, direction, and peace of mind regarding your financial future. He can help you make informed decisions about your investments, superannuation, insurance, and retirement planning, enabling you to achieve your financial goals more effectively.

Get in Touch

Contact Werner directly for personalised advice.

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