Laurence Pennell
Financial Adviser
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About
Laurence Pennell is an ASIC-registered financial adviser based in Shepparton, VIC, dedicated to providing comprehensive financial solutions tailored to your unique needs. With a Bachelor of Commerce from the University of Melbourne (1975) and a Diploma of Financial Planning from RMIT / Financial Planning Association (1994), Laurence brings a wealth of knowledge and experience to his practice. Further specialist training in Self Managed Superannuation Funds (Tribeca/Kaplan, 2005) and Margin Lending & Geared Investments (Kaplan, 2010) ensures he remains at the forefront of industry best practices. As a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ), and the Financial Advice Association of Australia (FAAA), Laurence adheres to the highest ethical and professional standards. He is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment strategies Whether you are planning for retirement, seeking to grow your wealth, or require assistance with your superannuation, Laurence Pennell can provide expert guidance and support. Contact Laurence today to arrange a consultation and take control of your financial future.
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Frequently Asked Questions
What types of financial advice does Laurence Pennell offer?
Laurence Pennell provides advice on superannuation, retirement planning, wealth management, insurance, and investments. He is authorized to advise on a wide array of financial products to suit your individual circumstances.
What qualifications does Laurence Pennell have?
Laurence Pennell holds a Bachelor of Commerce from the University of Melbourne and a Diploma of Financial Planning from RMIT/Financial Planning Association. He also has specialist training in Self Managed Superannuation Funds and Margin Lending & Geared Investments.
What professional memberships does Laurence Pennell hold?
Laurence Pennell is a member of CPA Australia (CPA), Chartered Accountants Australia and New Zealand (CA ANZ), and the Financial Advice Association of Australia (FAAA).
What can I expect during my first meeting with Laurence Pennell?
During your initial consultation, Laurence will discuss your financial goals, current situation, and risk tolerance. This helps him to develop a tailored financial plan to help you achieve your objectives.
How does Laurence Pennell stay up-to-date with changes in the financial industry?
As a member of several professional organizations and through ongoing professional development, Laurence Pennell remains current with the latest industry trends, regulations, and best practices.
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