WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
WH

Warren Hanna

Financial Adviser

JBS Financial Strategists
Melbourne, VIC 3000

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Warren Hanna is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals with tailored advice and strategies. Warren holds a Bachelor of Business (Financial Planning) from RMIT (2005) and has completed further studies including ASX Securities, Margin Lending, and Self Managed Super Fund courses through Kaplan (2011). Warren also completed Ethics and Professionalism in Financial Advice - Kaplan (2020) ensuring he operates with the highest ethical standards. He is also a proud member of the SMSF Association. Warren is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. He can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Warren is committed to providing clear, straightforward advice to help you make informed decisions about your financial future. Key services include: • Superannuation advice • Retirement planning • Insurance solutions • Wealth management strategies • Investment advice Ready to take control of your financial future? Contact Warren today to schedule a consultation and discover how he can help you achieve your goals.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions Investment strategies SMSF advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000486674

Verify on ASIC Register

Australian Business Number

43377417736

Verify on ABN Lookup

Authorised Representative Number

000306070

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Warren Hanna offer?

Warren Hanna provides advice on superannuation, retirement planning, insurance, wealth management, and investments. He also specialises in SMSFs.

What qualifications does Warren Hanna have?

Warren holds a Bachelor of Business (Financial Planning) from RMIT and has completed further studies in ASX Securities, Margin Lending, and Self Managed Super Funds through Kaplan.

What can I expect during my first consultation with Warren?

During your first consultation, Warren will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then explain how he can help you and outline the next steps in the process.

How does Warren Hanna stay up-to-date with changes in the financial industry?

Warren regularly participates in professional development activities and is a member of the SMSF Association. This ensures that he remains current with the latest industry trends and regulations.

What is involved in Warren Hanna's advice process?

Warren's advice process typically involves an initial consultation, a thorough analysis of your financial situation, the development of a tailored financial plan, implementation of the plan, and ongoing reviews to ensure it continues to meet your needs.

Get in Touch

Contact Warren directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.