Allira Summerville profile photo

Allira Summerville

Ambleside Wealth Advisers

Bronze
7 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, moving from their home into age care or protecting their family’s wealth through the implementation of insurance protection.

Expertise

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

My fees

I offer a free initial consultation for potential new clients.

 Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2018
  • Years of experience 7
  • Highest qualification
    • Bachelor of Commerce (Accounting and Financial Planning)
  • Language spoken
    • English

Ambleside Wealth Advisers

129 Kepler St
Warrnambool, VIC 3280

Meeting methods

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

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323