Anna Garuccio
Financial Adviser
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About
Anna Garuccio is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation built upon the ASX Accredited Listed Product Adviser (ALPA) Program from Kaplan Professional (2009), a Diploma of Financial Planning from FAAA (2009), and further expertise in Margin Lending and Geared Investments (Kaplan Professional, 2011), Anna holds the esteemed designation of Fellow Charter Financial Practitioner (Mentor Education Group, 2012). As an active member of the SMSF Association, she remains at the forefront of industry best practices. Anna is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. She specialises in Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Anna today to schedule a consultation and discover how she can help you build a secure and prosperous tomorrow.
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Frequently Asked Questions
What types of financial advice does Anna Garuccio provide?
Anna provides advice on 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 your overall financial strategy, retirement goals, and investments.
What are Anna Garuccio's qualifications?
Anna holds the ASX Accredited Listed Product Adviser (ALPA) Program, a Diploma of Financial Planning, and is a Fellow Charter Financial Practitioner. She also has specialist training in Margin Lending and Geared Investments.
How does Anna Garuccio develop a financial plan for her clients?
Anna takes a client-centered approach, beginning with understanding your current financial situation, goals, and risk tolerance. She then develops a tailored strategy designed to help you achieve your objectives. Regular reviews and adjustments are made to ensure the plan remains aligned with your needs.
Is Anna Garuccio qualified to advise on SMSFs?
Yes, as an active member of the SMSF Association, Anna possesses the knowledge and expertise to advise on Self-Managed Super Funds (SMSFs).
What should I expect during my first meeting with Anna?
During your initial consultation with Anna, you can expect a friendly and professional discussion about your financial circumstances and aspirations. This meeting is an opportunity for Anna to understand your needs and for you to determine if her services are a good fit for you.
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