Crystal-Louise Broadfoot
Financial Adviser
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About
Crystal-Louise Broadfoot is an ASIC-registered financial adviser based in St Kilda, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Crystal-Louise holds an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Higher Education, along with specialist qualifications in Margin Lending and Geared Investments, Self-Managed Superannuation Funds, and Insurance Advice. As a member of the Financial Advice Association of Australia (FAAA), she adheres to the highest professional and ethical standards. Crystal-Louise is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, and retirement planning. She can assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services offered include: • Superannuation advice to optimize your retirement savings • Insurance solutions to protect you and your family • Wealth management strategies to grow your assets • Retirement planning to ensure a comfortable future • Investment guidance to help you make informed decisions Ready to take control of your financial future? Contact Crystal-Louise today for a consultation and personalised advice.
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Frequently Asked Questions
What types of financial advice does Crystal-Louise Broadfoot offer?
Crystal-Louise Broadfoot 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 all aspects of your financial life.
What qualifications does Crystal-Louise hold?
Crystal-Louise holds an Advanced Diploma of Financial Services (Financial Planning), along with specialist qualifications in Margin Lending and Geared Investments, Self-Managed Superannuation Funds, and Insurance Advice.
What is Crystal-Louise's approach to financial planning?
Crystal-Louise provides tailored financial advice based on a deep understanding of your individual circumstances and goals. She will work with you to create a plan that suits your specific needs.
How does the financial planning process with Crystal-Louise work?
The process starts with an initial consultation to discuss your financial situation and goals. Crystal-Louise will then develop a personalised financial plan, implement the plan, and regularly review it with you to ensure it remains aligned with your needs.
What can I expect from working with a financial adviser like Crystal-Louise?
You can expect professional, ethical, and personalised financial advice. Crystal-Louise will help you understand your options, make informed decisions, and achieve your financial goals with confidence.
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