Sally Luxford
Financial Adviser
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About
Sally Luxford is an ASIC-registered financial adviser dedicated to helping individuals and families in Narre Warren and beyond achieve their financial goals. With a career spanning nearly two decades, Sally brings a wealth of knowledge and experience to her clients. Sally's commitment to professional development is evident through her qualifications, including a Diploma of Financial Services (Financial Planning) from Tribeca (2005), an Advanced Diploma of Financial Planning from Kaplan Professional (2015), and a Graduate Diploma of Financial Planning from Kaplan Higher Education (2024). She is also a proud member of the Financial Advice Association of Australia (FAAA), adhering to the highest ethical and professional standards. Authorised to provide advice on a broad range of financial products, Sally specialises in: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Retirement Savings Accounts • Government Debt Securities Sally takes a holistic approach to financial planning, tailoring her advice to each client's unique circumstances and aspirations. Whether you're planning for retirement, seeking to grow your wealth, or protecting your family's future, Sally can provide the expert guidance you need. Ready to take control of your financial future? Contact Sally Luxford today to schedule a consultation.
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Frequently Asked Questions
What types of financial advice does Sally Luxford provide?
Sally Luxford specialises in superannuation advice, insurance, wealth management, and retirement planning, among other areas. She can help you with investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What are Sally Luxford's qualifications?
Sally Luxford holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Planning, and a Graduate Diploma of Financial Planning. She is also a member of the Financial Advice Association of Australia (FAAA).
What can I expect during my first consultation with Sally Luxford?
During your first consultation, Sally will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then develop a personalised financial plan to help you achieve your objectives.
How does Sally Luxford stay up-to-date with the latest financial regulations and market trends?
Sally is committed to ongoing professional development and regularly attends industry conferences and training sessions to stay informed about the latest changes and trends.
What is the process for becoming a client of Sally Luxford?
The first step is to schedule an initial consultation. During this meeting, you can discuss your financial needs and goals. If you decide to proceed, Sally will work with you to develop a tailored financial plan and implement it according to your preferences.
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