Angela Pollard
Financial Adviser
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About
Angela Pollard is an ASIC-registered financial adviser dedicated to helping clients in Mount Eliza and beyond achieve their financial goals. With a strong academic foundation including a Bachelor of Commerce from Deakin University and an MBA from RMIT, complemented by Financial Planning PS146 certification from CPA Australia and a Diploma in Financial Services (Financial Planning) from Tribecca, Angela brings a wealth of knowledge and experience to her practice. As a member of CPA Australia, Angela upholds 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 to meet their unique needs. Angela can provide expert advice on: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance and Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Angela is committed to building long-term relationships with her clients, providing ongoing support and guidance to help them navigate the complexities of the financial landscape. Contact Angela today to schedule a consultation and take the first step towards a secure financial future.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Angela Pollard offer?
Angela Pollard provides advice on superannuation, insurance, wealth management, retirement planning, and various investment products including life insurance, securities, and government debt securities.
What are Angela Pollard's qualifications?
Angela holds a Bachelor of Commerce from Deakin University, an MBA from RMIT, Financial Planning PS146 certification from CPA Australia, and a Diploma in Financial Services (Financial Planning) from Tribecca.
How does Angela Pollard approach financial planning?
Angela focuses on building long-term relationships with her clients, providing tailored solutions and ongoing support to help them achieve their financial goals.
What professional memberships does Angela Pollard hold?
Angela is a member of CPA Australia (CPA), demonstrating her commitment to upholding the highest ethical and professional standards.
What can I expect during my first consultation with Angela Pollard?
During your initial consultation, Angela will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then develop a personalized financial plan to help you achieve your objectives.
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