Allira Summerville

Summerville Financial Pty Ltd

Bronze
8 Yrs Experience
Warrnambool, VIC 3280

I thoroughly enjoy helping clients to define their goals and developing strategies to meet these goals, whether it be transitioning from working to retirement, building wealth or protecting their family’s wealth through the implementation of insurance protection.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Shares & Investments
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients.

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2018
  • Years of experience 8
  • Highest qualification
    • Bachelor of Commerce (Accounting and Financial Planning)
  • Language spoken
    • English

Summerville Financial Pty Ltd

152 Fairy St
Warrnambool, VIC 3280

Meeting methods

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

Licensed by

Spark Advisors Australia

AFSL 380552