Anna Bottomley
Financial Adviser
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About
Anna Bottomley is an ASIC-registered financial adviser based in Kew, Victoria, dedicated to helping individuals and families achieve their financial goals. With over a decade of experience in the financial services industry, Anna holds an Advanced Diploma in Financial Planning from Three Sixty (2008), an SMSF specialisation from Kaplan Professional (2010), and Aged Care accreditation from Strategy Steps (2014). Authorised to provide advice on a comprehensive range of financial products, Anna can assist you with superannuation, insurance, wealth management, and retirement planning. Her expertise extends to Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring tailored strategies to meet your unique needs. Key services include: • Superannuation advice • Retirement planning • Investment advice • Insurance solutions • Wealth management Anna is committed to providing clear, practical advice, empowering you to make informed decisions about your financial future. Contact Anna today to arrange a consultation and take the first step towards achieving your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Anna Bottomley provide?
Anna Bottomley provides advice on superannuation, retirement planning, investments, insurance, and wealth management. She can help you create a comprehensive financial plan tailored to your specific needs and goals.
What qualifications does Anna Bottomley have?
Anna holds an Advanced Diploma in Financial Planning, an SMSF specialisation, and Aged Care accreditation. She is committed to ongoing professional development to ensure she provides the best possible advice to her clients.
What is the process of working with Anna Bottomley?
The process typically begins with an initial consultation to discuss your financial situation and goals. Anna will then develop a personalised financial plan, implement the plan with your approval, and provide ongoing support and reviews to ensure your plan remains aligned with your needs.
How can Anna Bottomley help me with my superannuation?
Anna can provide advice on choosing the right superannuation fund, consolidating your superannuation accounts, and developing a retirement income strategy. She can also help you understand the tax implications of your superannuation decisions.
What can I expect from my first meeting with Anna?
During your first meeting with Anna, you can expect to discuss your current financial situation, your goals for the future, and any concerns you may have. Anna will listen carefully to your needs and explain how she can help you achieve your financial objectives.
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