Anne-Marie Seagrim
Financial Adviser
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About
Anne-Marie Seagrim is an ASIC-registered financial adviser based in Port Augusta, South Australia, dedicated to helping her clients achieve their financial goals. With a Diploma of Financial Planning from Deakin University (2003) and a Graduate Diploma of Financial Planning from Kaplan (2022), Anne-Marie possesses a strong educational foundation and up-to-date industry knowledge. As a member of the Financial Advice Association of Australia (FAAA), Anne-Marie adheres to the highest ethical and professional standards. She is authorized to provide advice on a comprehensive range of financial products, ensuring her clients receive tailored solutions that meet their unique needs. These include superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Anne-Marie's key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Whether you're planning for retirement, seeking to grow your wealth, or require insurance solutions, Anne-Marie can provide expert guidance. Contact her today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What types of financial advice does Anne-Marie Seagrim offer?
Anne-Marie provides 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. She can help you with retirement planning, wealth accumulation, insurance needs, and more.
What are Anne-Marie Seagrim's qualifications?
Anne-Marie holds a Diploma of Financial Planning from Deakin University (2003) and a Graduate Diploma of Financial Planning from Kaplan (2022). She is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first consultation with Anne-Marie?
During your initial consultation, Anne-Marie will take the time to understand your financial situation, goals, and risk tolerance. She will then explain how she can help you achieve your objectives and outline the next steps in the advice process.
How does Anne-Marie Seagrim stay up-to-date with changes in the financial industry?
Anne-Marie is committed to ongoing professional development and regularly attends industry conferences, workshops, and training sessions to stay informed about the latest changes in financial regulations and investment strategies.
What is the process for developing a financial plan with Anne-Marie?
The process typically involves an initial consultation to understand your needs, followed by the development of a personalized financial plan. Anne-Marie will then present the plan to you, answer any questions you may have, and implement the plan upon your approval. Regular reviews will be conducted to ensure the plan remains aligned with your goals.
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