Ann Thompson Adv Dip (FS)
Ann Thompson is an Authorised Representative of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306
Ann Thompson is a Financial Planner with more than 10 years’ experience in the financial services industry.
It was Ann's desire to understand and improve her own personal savings position and share her new knowledge with others that saw her enter financial planning.
Getting to know her clients personally, Ann works with them to develop a tailored strategy to ensure they achieve their financial goals throughout their lifetime.
With specialised knowledge in the areas of life insurance and Self Managed Superannuation Funds, Ann can advise in all aspects of financial planning including strategic advice, investment advice, superannuation, retirement planning and personal insurance.
SPECIALTIES: Wealth building strategies retirement planning, superannuation, self managed superannuation, strategic planning, estate planning, aged care, shares.
Contact Ann at firstname.lastname@example.org