Janean Hicks
Financial Adviser
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About
Janean Hicks is an ASIC-registered financial adviser based in South Perth, WA, dedicated to helping clients achieve their financial goals through personalised and strategic advice. With a Diploma of Financial Services from Kaplan (2009), an Accredited Listed Product Adviser Program and Self Managed Superannuation Funds accreditation (both Kaplan, 2014), and ongoing professional development including Ethics and Professionalism in Financial Advice (Kaplan, 2021), Janean is committed to providing informed and ethical guidance. Janean is authorised to provide advice on a comprehensive 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. This broad authorisation enables Janean to offer tailored solutions to meet your individual needs and circumstances. Key services include: • Superannuation advice to optimise your retirement savings • Comprehensive insurance solutions to protect your assets and loved ones • Strategic wealth management to grow and preserve your wealth • Tailored retirement planning to ensure a comfortable future • Investment advice across a range of securities and government debt instruments. Ready to take control of your financial future? Contact Janean today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Janean Hicks offer?
Janean Hicks provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Janean Hicks have?
Janean holds a Diploma of Financial Services from Kaplan (2009), an Accredited Listed Product Adviser Program and Self Managed Superannuation Funds accreditation (both Kaplan, 2014), and has completed Ethics and Professionalism in Financial Advice (Kaplan, 2021).
How can Janean help me plan for my retirement?
Janean can help you develop a tailored retirement plan that considers your current financial situation, future goals, and risk tolerance. She can provide advice on superannuation strategies, investment options, and income planning to help you achieve a comfortable and secure retirement.
What is the process of working with Janean Hicks?
The process typically begins with an initial consultation to discuss your financial goals and circumstances. Janean will then develop a personalised financial plan tailored to your needs. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your evolving goals.
What should I expect during my first meeting with Janean?
During your first meeting, you can expect to discuss your financial goals, current situation, and any concerns you may have. Janean will ask questions to understand your needs and provide an overview of how she can help you achieve your financial objectives.
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