Anne Steer

Yellow Brick Road Wealth Management

Gold
23 Yrs Experience
Campbelltown, NSW 2560
With over 21 years' experience in the financial industry, we can apply our extensive knowledge to provide holistic, cost effective solutions meet your goals and objectives. Anne was a Senior Financial planner for Westpac Bank in the local area, building a large client base over her 16-year career. In her role, she was recognized with multiple awards, and was often on pilots for new procedures. By joining Yellow Brick Road, Anne saw the opportunity to expand her service offering, with more personalised service, and a full suite of investment and financial products.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Expat Finance
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

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

Licensed by

Interprac Financial Planning Pty Ltd

AFSL 246638

5.00
24 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
4.95
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 24

Sort by

5.00

"A great friend and a trusted fiancial advisor"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Professional, knowledgeable and impeccable service."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Great help"

  • Government Assistance
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"very professional & friendly"

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very helpful, knows her work, and a pleasure to deal with Anne."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anne is very efficient. she is always there when you need any help."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Anne was of great help in advise me on my retirement options and setting up my port folio to provide me with a income in retirement."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 24

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Expat Finance
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2010

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2005

Diploma of Financial Planning (DFP 1-8)

Level
6 - Advanced Diploma, Associate Degree
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2004

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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