Anna holds a ‘Masters’ Degree in financial planning, and has over 30 years of financial services experience, spanning Australia, UK and Channel Islands.
Anna has been working as a Financial Planner with AustralianSuper and the Superannuation Industry Funds for 12 years and specializes in retirement planning. Anna is passionate about providing clear and precise holistic advice to her clients. Keeping things ‘simple and understandable’ is her aim.
For those who are getting close to retirement - approaching the next chapter - it’s a good idea to get some advice. Anna specialises in the following areas, helping clients achieve the best outcome for retirement:
- Retirement planning, including modelling when clients can afford to retire
- Superannuation, including optimising super contributions
- Superannuation/Allocated pensions and planning for funds to last through retirement
- Transition to retirement and pre-retirement planning
- Estate planning options for super, including reducing tax in case any super assets are to pass to adult children in the future, where possible
- De-mystifying Centrelink & Age Pension maximisation, where possible
- Non-super managed investments
Anna Brady is an Authorised Representative of Industry Fund Services (IFS) and provides advice under the IFS Australian Financial Services License (AFSL). Full details are provided in the Financial Services Guide.
We have always found Anna to be very professional and personable. She demonstrates a genuine interest in our best interests. It is always a pleasure dealing with her.
Anna was amazing. Very clear and concise information. She gave us options to explore and take on board. Anna was very knowledgeable and it was easy to understand what she was advising us on. I have already recommended her to other people. Very happy.
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2008
- Years of experience 15
- Master of Financial Planning
AustralianSuper Pty LtdLevel 9, 66 St Georges Terrace
Perth, WA 6000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Industry Fund Services Ltd