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.
A great friend and a trusted fiancial advisor
I was a customer of Westpac and Anne looked after my account. I followed her to Yellow Brick Road because of her knowledge and professionalism.
Professional, knowledgeable and impeccable service.
Anne's expertise has helped us make the right decisions to maximise our investments and maintain a healthy cash-flow. Her calm and pleasant manner makes our meetings with her like catching up with an old friend.
Anne has been our financial adviser for quite a few years now. She has skillfully transitioned my wife and I from the financially stable world of full time work to the uncertainties that accompany retirement. We feel very comfortable with the advice that she provides and confident in the investment structure she has designed for us.
- Adviser status Gold
- Number of reviews 24
- First year providing advice 1999
- Years of experience 24
- Certified Financial Planner (CFP)
Macarthur Wealth GroupShop 2, 241 Queen St
Campbelltown, NSW 2560
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call