Anne Steer

Yellow Brick Road Wealth Management

Gold
23 Yrs Experience
Campbelltown, NSW 2560

With over 25 years' experience in the financial industry, I can apply my extensive knowledge to provide holistic, cost effective financial solutions meet your goals and objectives.

I started my career in the Financial Services industry as a Financial Services Officer (FIS Officer) for Centrelink, providing financial information on different investment options to people facing financial change such as retirement, redundancy or those receiving disability pay-outs.

I was then a Senior Financial planner for Westpac Bank in the local area, building a large client base in over a 16-year career. In my role, I was recognized with multiple awards, and I was often on pilots for new procedures.

In joining Yellow Brick Road in Feb 2016, I saw the opportunity to expand my service offering, with more personalised service, and a full suite of investment and financial products.

I moved into my own business Macarthur Wealth Group in March 2019 under Interprac’s licence, to further expand my services and offering.

I can help with Advice on your life insurance, Advice on Retirement planning, Advice on your superannuation and savings, Advice on maximising your Centrelink benefit, Advice on your long-term financial needs, Advice on self-managed superannuation, Advice on margin lending.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 24
  • First year providing advice 1999
  • Years of experience 23
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Yellow Brick Road Wealth Management

Shop 2, 241 Queen Street
Campbelltown, NSW 2560

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Interprac Securities

AFSL 246638