Anona Fitzgerald
Financial Adviser
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About
Anona Fitzgerald is an ASIC-registered financial adviser based in Norwood, South Australia, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Anona holds a Bachelor of Business (Banking and Finance) from the University of South Australia and a Graduate Diploma of Financial Planning from the Securities Institute. She has also completed specialist training, including Provide Advice in Margin Lending, Ethics and Professionalism in Financial Advice, and is an Accredited Aged Care Professional. As a Certified Financial Planner (CFP) and a member of the Financial Advice Association of Australia (FAAA), Anona adheres to the highest ethical and professional standards, ensuring her clients receive trustworthy and reliable advice. 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. Anona provides advice and guidance in the following areas: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Anona today to schedule a consultation and discover how her expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Anona Fitzgerald offer?
Anona Fitzgerald provides comprehensive financial advice, including superannuation advice, retirement planning, wealth management, and insurance solutions. She is also qualified to advise on investments and aged care planning.
What are Anona Fitzgerald's qualifications and experience?
Anona holds a Bachelor of Business (Banking and Finance) and a Graduate Diploma of Financial Planning. She is a Certified Financial Planner (CFP) and a member of the Financial Advice Association of Australia (FAAA). She has been providing financial advice since 2002.
What is the process for becoming a client of Anona Fitzgerald?
The process typically starts with an initial consultation to understand your financial goals and current situation. Anona will then develop a tailored financial plan to help you achieve your objectives. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your changing needs.
How does Anona Fitzgerald stay up-to-date with changes in the financial industry?
Anona is committed to ongoing professional development and regularly attends industry conferences, workshops, and training sessions. She also completes mandatory continuing professional development (CPD) to maintain her CFP certification and membership with the FAAA.
What can I expect from working with Anona Fitzgerald?
You can expect personalized, professional, and ethical advice tailored to your individual needs and circumstances. Anona is committed to building long-term relationships with her clients and helping them achieve their financial goals through sound financial planning.
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