Penelope Manserra
Financial Adviser
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About
Penelope Manserra is an ASIC-registered financial adviser based in Horsham, VIC, dedicated to providing comprehensive and personalised financial advice. With an Advanced Diploma of Financial Services (Financial Planning) from Tribeca (2004) and a Graduate Diploma of Financial Planning from Kaplan Professional (2021), Penelope possesses a strong educational foundation. Further demonstrating her commitment to excellence, she completed FPC001B, FPC002B, and FPC007B through Kaplan Professional in 2020, covering crucial aspects of financial planning. Penelope is also a proud member of the Financial Advice Association of Australia (FAAA). Penelope is authorised to provide advice on a wide range of financial products, including superannuation, insurance, and wealth management solutions. She specialises in retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities, ensuring her clients receive well-rounded and tailored strategies to achieve their financial goals. • Superannuation Advice • Insurance Solutions • Wealth Management • Retirement Planning • Investment Advice Whether you're planning for retirement, seeking to grow your wealth, or need assistance with insurance, Penelope can help. Contact Penelope today to schedule a consultation and take the first step toward securing your financial future.
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Frequently Asked Questions
What types of financial advice does Penelope Manserra offer?
Penelope Manserra provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities.
What qualifications does Penelope Manserra have?
Penelope holds an Advanced Diploma of Financial Services (Financial Planning) from Tribeca, a Graduate Diploma of Financial Planning from Kaplan Professional, and has completed FPC001B, FPC002B, and FPC007B through Kaplan Professional.
What is the first step in working with Penelope Manserra?
The first step is to schedule a consultation to discuss your financial goals and needs. This will allow Penelope to understand your situation and develop a tailored financial plan for you.
How does Penelope Manserra stay up-to-date with changes in the financial industry?
Penelope is a member of the Financial Advice Association of Australia (FAAA) and completes ongoing professional development to stay informed about the latest regulations and best practices.
What can I expect when working with Penelope Manserra?
You can expect a personalised and professional approach, tailored financial advice, and ongoing support to help you achieve your financial goals. Penelope is committed to building long-term relationships with her clients.
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